About My Practice
Being a Financial Advisor with JHS Capital Advisors encourages me to provide objective advice to my clients. My mission is to put my clients’ interests first and live by the JHS Code of Ethics.
Experience
I am a graduate of Eckerd College, with an Economics degree. I currently hold the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. I also hold the Accredited Wealth Management AdvisorSM, Chartered Retirement Planning CounselorSM and Chartered Mutual Fund CounselorSM designations from the College of Financial Planning. Please visit letsmakeaplan.org and cffp.edu to learn more about these designations and why you should consider an advisor who holds them. I have completed the FINRA Series 7, FINRA Series 66, along with the Florida Life, Health & Variable Annuities License. I serve as an approved 403(b)/457 representative for Pinellas County Schools, Manatee County Schools, St. Petersburg College and the State College of Florida.
Based on licenses and registrations I hold, I may also conduct business in FL, GA, LA, OH, PA & SC.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: Florida, Health/disability insurance: Florida, Fixed annuities: Florida, Variable annuities: Florida
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - AWMA®, CRPC®, CMFC®
Broker-Dealer Disclaimer
Securities and Advisory services offered through JHS Capital Advisors, LLC. Member FINRA/SIPC. A Registered Investment Advisor.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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