The cornerstone of my financial investment philosophy is that we don't plan to fail, but rather, fail to plan. With that, I believe it’s essential to partner with my clients to develop a financial strategy based on their lives' priorities and long term goals.
The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy, and to work with you throughout your journey to keep your plans on track.
Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment strategies tailored to all your financial goals.
Prior to joining Edward Jones, I held executive level positions at JP Morgan Chase and the Federal Reserve Bank of Chicago, implementing and managing leading-edge payments processing platforms, as well as supporting global sanctions compliance programs.
My nearly 20 years within the banking industry, coupled with my degree in electrical engineering from University of British Columbia, Canada, has bolstered by knowledge of the financial industry and developed a keen eye for quality and discipline. I came to Edward Jones because I wanted to help my clients maximize their financial potential and reach their dreams by employing systematic strategies.
My life's journey originating in Europe, then Canada, Chicago and now beautiful Tampa, has taught me the beauty of diversity and that "one-size-fits-all" solutions are rarely preferential. In the same way, investments should be tailored to individual needs rather than being generically manufactured based on certain guidelines. This is what makes me and my practice different from most.
My love for my family and the desire to make my community, country and the world a better place, is what drives me every day.
Office Address16132 Churchview Dr
Lithia, FL 33547
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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