My mission is to help families, individuals and business owners simplify life's financial challenges by delivering customized strategies with a commitment to superior client service. Relationships with clients are at the heart of my practice. My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. By listening to and understanding each client's unique goals and needs, we are able to deliver personalized strategies and guidance to assist with the creation, preservation and transfer of wealth to help create an enduring legacy. We will partner together throughout life to help keep them on track.

I serve on several civic organizations in Manatee and Sarasota Counties that elevate women and assist others in need.

Personally, I describe myself as a compassionate, caring and ambitious person who loves the adventures of life. I'm always looking to empower and lift others whether it's through advice, support, mentoring or service to our community. Some outside interests I enjoy include: family, gardening, music, learning to play piano, great food and wine. Some of my unusual accomplishments are serving as a back-up musician for Ella Fitzgerald, driving a trolley car full of terrified people down the hills of San Francisco and being a charter member of the Tampa Bay Buccaneers professional band for nine years.

Focus areas

  • Hispanic Family Finances
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Culinary Arts
  • Floral Design
  • Gardening
  • Health & Nutrition
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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