Wealth Advisory - Personal Financial Planning, Business Transition Planning and Estate Planning CERTIFIED FINANCIAL PLANNER, Series 7 & 63 Individuals - High Net Worth
Western Carolina University, BSBA in Finance and Economics Palm Beach Atlantic University, MBA
In the community
Orlando Shakespeare Theater - Board of Directors (President) Central Florida Community Arts - Board of Directors (Treasurer)
Resources and events
Article 6/22/2021Inflation — Transitory or the New Normal in the Post-Pandemic Economy?
Article 7/24/20202008 vs. 2020: A Financial Crisis Comparison
Article 6/22/2020The Gap Between Mega Cap Stocks and the Rest of the U.S. Equity Market
Article 5/8/2020Market Insights: What Is the Market Currently Trying to Tell Us?
Article 4/27/2020A Case for Leaning In to This Current Market and Economic Storm