Areas of Expertise
- Partner in Retirement Strategies, a fee-only comprehensive wealth management firm. Have provided financial planning and investment management services for over 23 years.
- Partner Project Resources, Contract mortgage underwriting firm. Provided mortgage underwriting services to local banks, credit unions and mortgage companies.
- Computer Consultant, Provided consulting services on financial and accounting software for large corporate clients.
- Banking, Worked 8 years in the banking industry in the area of corporate finance. Concentration in managing financial reporting and accounting systems for a state-wide bank.
BSBA in Finance, University of Florida, 1981
MBA, University of North Florida, 1986
CFP designation, CFP Board of Standards, 1995
I have a passion for helping my clients understand the choices they need to make to retire with confidence. As a life-long learner, I am always seeking to deepen my knowledge and experience in a way that benefits the people I try to help.
It is this love of learning that led me to become an adjunct professor at UNF as I believe that when you are teaching, you are learning.
Ultimate CFO, Jacksonville Business Journal
President, FPA of Northeast Florida, 2008
FPA of Northeast Florida
National Association of Personal Financial Planners