My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my clients’ established goals.

I offer total financial needs analysis through a network of experienced professionals with detailed knowledge in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

My personal goal is to become a lifetime resource for each and every client.

Education

Eastern Michigan University (1997-1998), Hesser College (1999-2000), Wayne State University (2001)

Hobbies

Fishing, golf, hiking

Community Involvement

Little League Baseball, Citrus County Blessings, Trail Life USA, Wreaths Across America