A Financial Advisor with thirty plus years of experience building client relationships based on trust and confidentiality that have allowed me to leverage my experience to develop custom solutions to meet my client’s specific financial needs. Known for providing unparalleled customer service with the utmost integrity to my clients.
I transitioned from a career in Mechanical Engineering into Financial Services in 1985 and have been a Financial Advisor in Florida since 1997. Prior to that, I worked for 12 years in Toronto, Canada as a Financial Advisor. Currently, as an advisor with Cetera Wealth Services, LLC, I am uniquely positioned to offer my clients full and comprehensive financial services with an eye on achieving each of their financial goals in the most tax-efficient manner possible.