I have been an independent wealth advisor with Security Financial Management since 2010. Attention to detail, good listening skills and great empathy are symbols of my appreciation by my clients. I am effectively supported by a team of administration and partners whose teamwork and professionalism help me build long-term relationships with my growing client base and provide excellent client service.
I am a proud graduate of the Warrington College of Business at the University of Florida with a major concentration in Finance and minor concentrations in both Economics and Management. I currently hold the Series 7, Series 66, and Florida 2-15 licenses. Additionally, I hold the MRFC(R) designation.