Our Qualifications

Our Business is based on establishing and maintaining a long-term relationship.  We promise to do everything possible to merit your trust and confidence.

We have been working with individuals and businesses in Jacksonville Florida since 1990.

My professional designations represent over 28 years of continuing education with multiple certifications from The American College.  It is critical to the success of our business to constantly improve our level of proficiency in comprehensive investment planning and insurance applications.  Our clients deserve the educated and informed financial advisors.  

We are dedicated to developing lasting relationships with all of our clients.  Helping you achieve your financial goals means we work closely together in the management of your investments and progress towards your goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide you will become a roadmap towards a more secure financial future.

We are looking forward to using our experience to help you achieve your financial goals.