After graduating from the University of Central Florida, I have been providing counsel and planning for people for over 20 years, first with Hospice, then in nursing homes and assisted livings before becoming the executive director of a state-funded memory clinic where I worked for 12 years collaborating with Health First and FIT to diagnosis, educate, and facilitate research. I served on the Stat
e of Florida Alzheimer's Disease Initiative subcommittees, volunteered for the Alzheimer's Association, served on the Area Agency on Aging Advisory Board in Orlando and was named Public Citizen of the Year in 2016 by the Space Coast Chapter of Social Workers. With my first career and a Master of Science degree in gerontology, I have a unique perspective. Today, I counsel people who want advice with investing and planning for/living in retirement, saving for a child's education, and preparing for the unexpected . Edward Jones provides the research and financial guidance, so I can build a strategy around the personal goals, needs and dreams of each of my clients. We can schedule time to talk in person or by phone to get to know one another. As someone married to an Edward Jones financial advisor (Melbourne), the mother of a child in a Brevard Public School and a civic minded person, I know time is precious. When we decide to work together, I will educate you so that you can make the best decisions for you and your family or business. Geri and I know how important customer service is and we recognize our business is built through earned referrals. Our office is in Satellite Beach and has been here for over 25 years. Member SIPC.
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