As a Certified Financial Planner Practitioner®, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company at the start of 2021. After 5 years working as a stock broker and 2 years spent as an educator I wanted the opportunity to work somewhere that made it easy for my clients to do what is right for their families and also made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud member of the Jacksonville community for my entire life and therefore have a vested interest in seeing my friends and neighbors succeed. As a spouse, parent, and business owner I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources I have at my disposal
Depending on your needs, I can introduce you to a variety of ways to protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company, a Registered Representative with NYLIFE Securities LLC, and a Financial Planner with Eagle Strategies LLC. In addition to nearly a decade of experience I also hold a degree in business from our very own UNF (SWOOP!) and numerous industry qualifications including the premier designation for financial professionals, the CFP®.
Of course, my background isn't really the one that matters. To be the best possible partner, I believe that getting to know my clients personally – their hopes, dreams, and goals for the future – is the most important first step. So if you're looking for a trusted partner that is ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.