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As a Senior Financial Advisor, I specialize in coordinating retirement and divorce planning challenges/transitions of clients by working with other specialists as well as the client’s other advisors. I have over 20 years’ experience serving pre-retirees and retirees. I graduated from Florida State University with a BS in Business Administration and Marymount University with an MBA in Finance. In addition, I completed the Retirement Income Certified Professional (RICP®) program at the American College and Certified Divorce Financial Analyst (CDFA®) at the Institute for Divorce Financial Analysts (IDFA). I am an avid tennis player, and I love to travel and read history books.
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN), Member SIPC. Harbour Bridge Wealth Management Advisors is a separate entity from WFAFN.