A Tampa Bay native with deep roots in the community, I have been advising for 21 years. My purpose is to Provide a path to help my clients gain financial confidence, Lead my clients with integrity, Access great talent, and Navigate Complexity. I specialize in working with affluent families, business owners and medical professionals that qualify for our Private Client Group. As the team leader, it is also my responsibility to ensure that all of our high standards for creating a dynamic client experience are met and/or exceeded. I hold the CERTIFIED FINANCIAL PLANNER designation and I am a Certified Private Wealth Advisor professional. I also hold two Bachelor's degrees from the University of South Florida as well as a Master's Degree from the University of Florida. At each of my strategy sessions, my team and I employ a deep discovery process that allows me to take a lead role alongside of my clients to provide personal integrated advice. I then integrate all the pieces of the wealth puzzle to develop a clear picture of each clients mission. My team and I then establish a close partnership with each client and their families.