About

A Coordinated and Integrated Approach To Your Success

I am committed to doing the right thing for my clients, knowing that people matter, while holding to the highest of standards.

My mission is to use my skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is so important – and I am committed to working tirelessly to create the right strategies to optimize your wealth building potential and financial well being.

I offer an array of specialized strategies that address virtually all of your financial needs. The Living Balance Sheet® is a state-of-the-art planning tool that provides you with a detailed, holistic view of your financial world at any given time and helps me work with you to model and address a variety of financial scenarios and outcomes.

Knowing how quickly events can change, I stay abreast of current legislation and trends, and how they might impact your financial future.

I am a Financial Professional of Guardian with The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, I am well equipped to work with you to build your future.

 

The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian.

Compliance number:2020-104122 Exp 07/22

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 14021 Metropolis Avenue, Ft. Myers, FL 33912 239-561-2900. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Financial Focus is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2020 Guardian

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