Before joining Planning Alternatives, I worked with several firms as a senior private wealth advisor, branch manager, and relationship manager. I’m passionate about giving back to my community and served on the boards of the Naples Chamber of Commerce, Business Improvement District, and the Gulf Shore Playhouse. I enjoy being helpful to our clients by listening, learning, and offering suggestions.

Memorable client moment

I worked with a widow whose husband had control of all the finances during their long marriage. We worked together to understand what she owned, why she owned it, and then tailored a plan to her goals and objectives.

To me, true wealth means

Having the opportunity to enjoy life and take care of my family without the fear of running out of money.