Working in the financial services industry since 1986
Currently focused on providing needs-based strategies and solutions to high-net-worth individuals through a team-based approach with financial planning, wealth management and traditional banking services
Professional Affiliations/Licenses
Accredited Wealth Management AdvisorTM (AWMA®)
Nationwide Mortgage Licensing System & Registry (NMLS) #713398
Community Involvement
Member, Leadership Collier Foundation
Volunteer, Income Tax Preparation (VITA) through United Way of Collier and the Keys