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.
I am a graduate of Eckerd College with a degree in Economics. I currently hold the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. I also hold the Registered Financial ConsultantSM designation from the International Association of Registered Financial Consultants. In addition, I 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 to learn more about financial planning and why you should consider an advisor who specializes in financial planning. 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 conduct business in FL, SC, OH, PA, GA & LA.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: Florida, Health/disability insurance: Florida, Fixed annuities: Florida, Variable annuities: Florida
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RFC®, AWMA®, CRPC®, CMFC®
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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