Ready to discuss your financial future?
930 S. Harbor City Blvd
Melbourne, FL 32901
Toll Free: 855-729-6615
- Brevard Zoo, former board member
My Professional Approach
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. At the same time, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. That’s what I have learned in my 30 years as a financial advisor.This is also why I believe it is important to spend time with my clients and get to know them. After all, no two clients are alike and the same goes for their investment plan. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction. For me, this is what client-first service is all about.
I have been a financial advisor in the Melbourne/Space Coast area for more than 30 years. In addition, as a CERTIFIED FINANCIAL PLANNER practitioner, I am able to help prepare a long-term investment plan that is designed to meet your unique financial goals and objectives. I am also a member of the Brevard Estate Planning Council.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.