$25MM AUM | $250,000 Rev in
I am the Founder and Senior Wealth Advisor for Water Street. I work directly with individuals, families and businesses to address all aspects of their financial landscape.
Prior to forming Water Street Wealth Management, I spent nearly 15 years working with two major financial service companies in Tampa Bay. Most recently, I served as a Senior Financial Consultant overseeing $500 million of high net worth client relationships, helping them with all aspects of their financial life.
I focus on client education, communication and strategic investment portfolio guidance. I have always ascribed to a holistic methodology, incorporating financial planning, tax planning, investment management and estate planning into one seamless relationship.
Throughout my career I have been recognized with multiple accolades and I am proud of my accomplishments in developing strong client relationships and satisfaction. I am an alumni of the University of South Florida where I majored in Marketing and Finance. I am also a CERTIFIED FINANCIAL PLANNER™ practitioner and I subscribes to the ethical requirements as set forth by the Certified Financial Planner Board of Standards.