
Wealth Management Advisor at Northwestern Mutual Financial Network
Tampa/St. Petersburg, Florida Area

Wealth Management Advisor at Northwestern Mutual Financial Network
Tampa/St. Petersburg, Florida Area
I am committed to helping my clients develop financial solutions by taking the time to get to know them and their objectives. Working together, I help clients identify financial goals and objectives in order to help them prepare for the future.
Retirement Solutions
Longer life expectancies and early retirements make sound insurance and investment choices essential.
Disability Income Insurance
Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time.
Education Funding
With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the best possible alternatives for saving the money you need to send your children to college.
Asset & Income Protection
Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. My expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. I will work with you to develop investment solutions aimed at meeting your financial objectives.
Personal Needs Analysis
Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
Retirement Solutions, Disability Income Insurance, Education Funding, Asset & Income Protection, Investment Services, Personal Needs Analysis
(Privately Held; 10,001 or more employees; Financial Services industry)
January 2000 — Present (10 years )
1993 — 1997
1990 — 1993
Idlewild Baptist Church, Tampa Association of Insurance and Financial Advisors, Million Dollar Round Table
National Quality Award 2002, 2004-2007, National Sales Achievement Award 2002-2003, 2005-2007