I have over 25 years of experience of operational leadership working with TD Ameritrade, Raymond James, and several top Registered Investment Advisory firms. I’m grateful to have won many awards over the years, but I cherish my Raymond James Service Excellence, which was in recognition of my ability to always put client needs first while acting with integrity. At Planning Alternatives, my priority is to improve the client experience by efficiently providing superior service. I also have a strong desire to lead positive change within our firm’s culture.

Memorable client moment

Many clients need us most during the difficult times in their lives. Being there to provide support and guidance during all phases of life is very meaningful to me.

What does true wealth mean to you?

To enjoy life with the people I love without the burden of financial stress.