Steering Wheel Percussionist. Financial Advisor. Entrepreneur. As a Financial Advisor, I love that I get to play a part in my clients' stories. Let's work together to create a great story! After 17 years as an Entrepreneur, I sold our business and relocated to beautiful Gulf Breeze, Florida to do what I love... Help people plan for and achieve their serious long-term fianacial goals. (Nerd work.) Financial Strategies has always been a hobby / passion and I enjoy helping people make sense of investing. You can expect me to be genuinely interested in serving you and your family. You can expect me to use a consistent process to ESTABLISH GOALS, EXAMINE RISK, EDUCATE, and help EXECUTE your custom tailored solutions. You can expect our team to be positive, professional, and responsive.