As a Financial Advisor it's my mission to assist clients in developing a comprehensive personalized financial plan designed to effectively weigh short-term needs and long-term objectives. Put another way, I want to help take the guesswork out of investing by working to manage financial risks.
I believe that financial planning is a life-long, personal process that you create and adapt based on your needs, your values and your unique situation. It is through such a process that you can work towards pursuing your most important aspirations
My past experiences include twenty years of service in the United States Air Force where I retired as a Master Sergeant and Superintendent of an analysis department. I graduated from National American University in Rapid City, South Dakota, where I majored in Information Technology and Applied Management. I also complete a Master of Business Administration degree.
5304 S. Florida Ave, Suite 400-B, Lakeland FL 33813
