Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investment Concerns in a Fragile Market, Legal Lessons for Life, Maximizing the Right Mortgage Strategies in Today's Market, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
As an advisor, I enjoy helping people understand what they are doing ,and why they are doing it, this way. And as a part of our system we use, individuals recover monies they are currently transferring away unknowingly and unnecessarily, to redirect those dollars back onto their side of the ledger.
I, began my financial service career as a mortgage broker in 1986 and later became the principle of an investment brokerage firm in South Florida. My clients over the years have been Marriott, Northern Telecom, Bell South, Palm Beach County School Systems, Southeast Mississippi Rural Health Initiative, and self-employed individuals throughout the southest, as well as instructing financial Continuing Education classes for Credits with CPA's and Attorneys.
Educated with a Bachelor of Science degree, I graduated from the University of Southern Mississippi, Hattiesburg, MS.