“Whether you need to develop a comprehensive financial plan, address a specific financial goal, or discuss general investment questions, I welcome the opportunity to partner with you.”
MaxFacts
Specialties
- Retirement planning
- Long-term care insurance
- College planning
- Financial planning
- Business succession strategies
- Life insurance
Licenses & Designations
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 65, and 66 through LPL Financial
- Life, Health and Variable Products in Florida
- Master of Science in Management
- Certified in Long Term Care®
- Retirement Income Certified Professional
I became a financial advisor to help individuals, families, and business owners strive to meet their retirement, investing, and insurance protection solutions.
As a CERTIFIED FINANCIAL PLANNER™, my mission is to ensure you have the necessary information to make informed financial decisions that align with your goals, time horizon, and risk profile.
To provide you with the proper financial guidance, I use a consultative planning approach to learn what financial success means to you. So, whether you need to develop a comprehensive financial plan, address a specific financial goal, or discuss general investment questions, I welcome the opportunity to partner with you.
When I am not advising clients I enjoy spending time with my family, traveling, reading, watching cooking shows, and watching March Madness.
Contact me today to get started!