With nearly a decade of experience in financial services, I specialize in empowering individuals and families to navigate complex financial decisions with confidence and clarity. My career in wealth management began in the Trust Department at United Bank, where I served as an Associate Trust Advisor. In this role, I assisted in facilitating the management of a variety of trusts and handling estates, gaining valuable experience in legacy planning and estate administration.
I later transitioned to United Brokerage Services, Inc., a subsidiary of United Bank, where I served as a financial advisor under a dually registered broker-dealer and investment advisor. This dual role enabled me to guide clients through a wide range of financial strategies, integrating brokerage services with investment advisory solutions to ensure clients unique goals and best interests were always the priority.
Now, as a Wealth Advisor with Ohio Valley Wealth Management—a fee-based, fiduciary-focused firm—I bring my experience to St. Petersburg, Florida. I focus on proper asset allocation and comprehensive financial plans designed to meet each client’s specific needs. I specialize in assisting pre-retirees and retirees with strategies for retirement income distribution, Social Security optimization, tax planning, and leveraging innovative technology to enhance financial outcomes.
As an Accredited Investment Fiduciary® (AIF®), I uphold the highest standards of fiduciary excellence, ensuring every decision is made with my clients' best interests in mind. My approach combines a macroeconomic perspective with personalized solutions, reflecting my passion for exploring the entire spectrum of opportunities—from innovative income solutions to emerging technologies, such as bitcoin.
While my niche lies in helping individuals nearing or entering retirement, I am passionate about serving anyone seeking thoughtful, strategic guidance to align their wealth with their goals. My mission is to deliver value through trust, experience, and personalized strategies, empowering clients to enjoy their next chapter with confidence.