For over twenty years, I have been privileged and blessed to continue to serve clients as a financial advisor with our major focus on risk assessed portfolio strategies.

Financial services is my professional calling to ensure clients achieve balance along their life journey towards hopes, dreams and desires.

A singular quest of mine is to view a Blue Whale in the wild. I support causes that work to strengthen our tenuous global balance including: Brevard Humane Society, World Central Kitchen, World Hunger Year, Big Cat Rescue, Lanai Cat Sanctuary and Sea Shepherd Conservation Society.

Florida born in Hollywood, my family moved to Cocoa in 1962. I have lived in our community most of my life, with one exception being a two year stint in Richmond, Indiana, where I helped the family run a bar-b-que business, graduated high school and made my way back to Cocoa on a college tennis scholarship.

I am sustained by my chosen family of pets and people, cooking, music and tennis communities.

Office Information

Mailing Address

Po Box 236336 Cocoa, FL 32923

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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