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 EckerdCollege where I received a degree in Economics. As a committed life-long
learner, I have completed multiple post-graduate courses and earned the
CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial
Planner Board of Standards, Inc. I have earned the prestigious Certified
Investment Management Analyst (CIMA®) designation from the Investment
Management Consultants Association. I completed the educational component of
the CIMA at the Wharton School of Business at the University of Pennsylvania.
I also hold the Accredited
Wealth Management Advisor (AWMA®), Chartered
Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund
Counselor (CMFC®) designations from the College of Financial
I have completed and
currently hold 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 CT, FL, GA, LA, MD, OH &
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®)
- Certified Investment Management Analyst (CIMA®)
- Other - 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.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.