As a professional Financial Advisor, I am committed to providing my clients the highest level of education, investment counsel and personal service.
After serving as a career Naval Officer for 25 years, I entered the financial services industry in 1993 when I joined Merrill Lynch as a Financial Consultant. After years of training and obtaining the Professional designation of Certified Financial Manager; I departed Merrill Lynch in 1999 to start my own company named High Mark Securities. As President and CEO of High Mark, I moved the company to Lakeland, FL and completed a successful merger into an already existing Advisory distribution network within the state of Florida.
I work with a diverse group of individuals and families; they are business owners,
utilities workers, teachers, parents, widows/widowers, retirees and savers.
If that sounds like you, let’s talk.