Financial Advisor who empowers clients to create a plan to live retirement the way they intended and allow them to live and give beyond what they ever thought was possible. I have seen the benefits of having a solid financial and insurance plan during times of loss and the devastation of not having it during times of need. My greatest strength is helping my clients avoid emotional and financial ca
tastrophe through education and the use of insurance and financial products. Clients welcome my straight forward approach and find my qualifications extremely valuable during the many years that follow their departure from the workforce. My clients continually benefit from staying informed of the changes in current trends, including health care issues that may affect long term plans and ultimately their families. I am a long time resident of the Tampa Bay Area having transplanted here some 30 plus years ago from my home town Chicago, Illinois. My method is designed to help clients assess their individual circumstances, to make recommendations when appropriate, while keeping clients informed throughout retirement. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, consulting, and education services provided through Zara Financial Group. Simplicity Wealth, LLC and Zara Financial Group are separate and unaffiliated entities.
