Areas Served
Local guidance for
North Central Florida.
I proudly serve retirees and pre-retirees across four counties — Marion, Sumter, Lake and Alachua — meeting in person throughout the region or by video wherever you are. Being local means when you have a question, you reach me, not a call center.
Marion County, Florida
Financial advisor in Ocala
- Ocala
- Belleview
- Dunnellon
- Silver Springs
- Ocklawaha
From downtown Ocala to Belleview and Dunnellon, Marion County is home to countless families entering or living in retirement. I help them protect their savings and build income that lasts — often just a short drive from home.
Sumter County, Florida
Financial advisor in The Villages
- The Villages
- Wildwood
- Bushnell
- Coleman
- Lake Panasoffkee
The Villages, Wildwood and Bushnell make Sumter County one of the fastest-growing retirement regions in the country. It’s where I do some of my most rewarding work: helping new retirees turn decades of savings into confident, guaranteed income.
Lake County, Florida
Financial advisor in Leesburg
- Leesburg
- Clermont
- Mount Dora
- Tavares
- Eustis
- Lady Lake
Leesburg, Clermont, Mount Dora, Tavares, Eustis and Lady Lake — Lake County’s communities are full of active retirees and people planning their move into retirement. I help them put a plan in place, from a first retirement income plan to full wealth management.
Alachua County, Florida
Financial advisor in Gainesville
- Gainesville
- Alachua
- Newberry
- High Springs
- Archer
Anchored by Gainesville, Alachua County is home to retirees and those approaching retirement from every walk of life. I help them coordinate investments, income, and legacy planning under one fiduciary roof.
Every community, one standard of care
Serving Ocala · Belleview · Dunnellon · Silver Springs · Ocklawaha · The Villages · Wildwood · Bushnell · Coleman · Lake Panasoffkee · Leesburg · Clermont · Mount Dora · Tavares · Eustis · Lady Lake · Gainesville · Alachua · Newberry · High Springs · Archer and the surrounding North Central Florida communities.
Near you
Let’s find a time to talk — near you or on video.
Wherever you are in Marion, Sumter, Lake or Alachua county, the first conversation is complimentary.