Products and Services

I am here to help you attain your financial goals and dreams as well as help you get through the unexpected events that are a part of life. I will listen to your thoughts and develop with you a customized financial program with strategies that are based on your vision, goals and objectives. Some of the insurance and financial products and services that I can help you with include:

My service area is primarily on the Suncoast in Southwest Florida, including Manatee, Sarasota and Charlotte Counties. Places I serve include Bradenton, Palmetto, Ellenton, Parrish, the islands, Lakewood Ranch, Sarasota, Venice, Englewood, North Port, Port Charlotte and Punta Gorda. I also travel to other parts of Florida as well.