I have extensive experience assisting individuals, families and businesses achieve their vision of success. For over 30 years I have provided custom solutions for my client’s unique challenges and financial goals. As a private wealth manager, I help them minimize risk and increase their returns in terms of saving, investing and managing money.
My professional career began in the spring of 1984 in Ft. Lauderdale, FL as a registered representative with Charles Schwab and Company. I spent two years servicing independent investors and gaining valuable experience before joining JW Charles Securities as a financial consultant.
In 1988, I opened an independent financial planning practice in Pompano Beach, FL to focus on comprehensive financial planning. I expanded my client base by conducting financial planning seminars and co-hosting a local radio program on investing.
In October of 1991, I joined Nationwide Financial Services where I held various positions including Financial Advisor, Regional Marketing Director and Director of Wholesaling. As Regional Marketing Director and a Director of Wholesaling my responsibilities included training financial professionals on a variety of investment products, including advisory services.
I joined Lincoln Financial Distributors in 2001 as a Regional Vice President to market investment products, life insurance, annuities, long term care and retirement plans to independent financial advisors.
Since joining Money Concepts in February 2004 my passion as a private wealth manager has been educating and guiding clients to reach their financial goals while also providing coaching and mentorship to financial advisors throughout Georgia as Money Concepts’ Regional Director.
My practice focuses on holistic financial planning and comprehensive wealth management services to provide sound financial solutions and customized portfolios because no two clients have exactly the same challenges, needs and vision of financial success.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure