Born and raised in Tampa, I have a deep appreciation and love for our community. I see it as my duty to help build and strengthen it to the best of my ability through lifelong relationships with families looking for financial guidance.
To me, family means everything. That's why my practice is built around a family-style approach with my clients. From check-in calls, to account reviews, to fun events, we work to help keep you on track, while bringing you satisfaction with your experience both personally and professionally.
Who do I work best with? Having a family of my own, I'm familiar with many of the goals we set for ourselves and how they change over the course of our lives. From budgeting vacations and hobbies to planning for retirement, I help my clients balance what's important today with their future goals.
For retirees, I can help develop a personal strategy to balance your needs and wants with your savings so we can be efficient and effective in a time when it's needed most. Having a solid strategy in place during these years can be the difference between financial peace, or financial stress.
People in transition (such as a job change or marriage) have found my services timely and valuable. I can help ease the transition and keep you on track to help reach your financial goals.
What do I do when I'm not at work? Spending time with family and friends is my favorite way to decompress. I'm also an avid reader, writer and absolutely love cooking. My daughter and I go on bike rides, and love to take trips to Walt Disney World where she and I will ride anything and everything without a large drop. My Italian, French, and Greek heritage mean, inevitably, that I'm a foodie. As such, I love checking out new places to enjoy a quality dish.
Thank you for taking the time to get to know me. I'd love the opportunity to get to know you as well. If you have a question, feel free to give me a call or send an email.
My Personal Interests
Office Address100 N Tampa Street
Tampa, FL 33602
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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