Experience

I’ve been in the financial services industry at major firms for well over a decade and have worked in all areas related to financial advising and client services. Most recently, I assumed a Senior Manager position which included expanded leadership and mentoring responsibilities in addition to servicing client relationships.

Education

Bachelor of Science in Criminology from Florida State University
Bachelor of Science in Finance from Florida State University College of Business

Credentials

Certified Financial Planner (CFP^®); Series 7 & 66; General Securities Representative Exam; Uniform Combined State Law Exam

Tell us about your career experiences and what led you to DVI:

I learned in college that I was passionate about building relationships and helping clients identify and reach their financial goals at all stages of their lives. I was drawn to DVI because of the firm’s commitment to the providing highest level of client service and maintaining long-term client relationships. DVI Associates collaborate with each other and work toward one common goal—to take excellent care of our clients. 

What values drive your personal and professional lives?

I believe in being honest and in seeking ways to improve and evolve as a person and in my work. I hold myself to always doing the right thing and showing kindness to others. 

What do you enjoy doing in your free time?

I live in the Winter Gardens area and enjoy trying new local restaurants—the continued growth of this area has been incredible. I’m also an avid sports fan and watch football, baseball, and basketball, and I stay active by training in a variety of martial arts.