University of South Florida, Bachelors of Science in Accounting and Finance
PROFESSIONAL EXPERIENCE
SitusAMC, Assistant Vice President & Transaction Coordinator
Atlas Financial, Investments Coordinator
Merrill Lynch/Bank of America, Wealth Management Financial Advisor
HOBBIES & INTERESTS
Kayaking local water ways and biking the Pinellas Trail, hiking the trails of the Boyd Hill Nature Preserve in Saint Petersburg, automotive racing, attending the Saint Petersburg Grand Prix, and local car shows.
Discover blog
Confidence to Pursue Possibilities
Blending a proven framework and flexible approach with true insight is key to the unique way we help our clients thrive.
