Originally from Long Island, NY, I moved to Florida 17 years ago and absolutely love it. I have three wonderful kids, Michael, Michelle and Danny, and a German Shepherd named Luke. What makes me happiest is traveling and spending quality time with family and friends.
I have dedicated my professional life to the financial services industry, starting with a work-study program in high school, and graduating from St. John’s University in NY with a Finance degree. Being an Accredited Asset Management Specialist™ (AAMS®)* strengthens my ability to identify investment opportunities while recognizing insurance, tax, retirement and estate issues.
I serve as an ambassador for the Upper Tampa Bay Chamber of Commerce and am active in the local community.
My goal as an Edward Jones financial advisor is to be a positive influence in the lives of individuals, their families and or businesses. I take pride and responsibility in helping my clients organize, plan, protect and eventually transfer their wealth. Equally important are the relationships I build and the satisfaction I get from seeing financial dreams fulfilled.
Whether it’s retirement, marriage or divorce, preparing for an efficient estate transfer or receiving an inheritance, I will create a financial strategy customized to the individual’s needs and situation.