655 W Brandon Blvd
Brandon, FL 33511-5005
I am a Premier Advisor with Truist supporting families in Brandon, Plant City, Riverview and Valrico, Florida.
I joined Truist and its predecessor organizations in 2007, and I am dedicated to helping clients navigate their financial journeys through comprehensive, holistic financial planning and personalized wealth strategies tailored to their unique needs and goals.
My approach is relationship-centered, with a strong emphasis on trust, active listening, and meaningful conversations. By taking the time to understand each client’s circumstances, I help develop customized solutions for individuals and families designed to support their financial well-being. I am committed to delivering an exceptional client experience through proactive guidance, risk management, and the thoughtful integration of technology. My passion is helping clients achieve both their short- and long-term objectives while building lasting relationships that often span multiple generations.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more