Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Personal Interests
- Spending Time with Family
- Traveling
- Reading
- Sports Enthusiast
- Active Lifestyle
Team Members
- Marla LamontSr. Branch Office Administrator
- Stacey WoodruffSr. Branch Office Administrator
- Stephen EchevarriaBranch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(813) 223-3128Fax
(888) 287-1338Office Address
100 N Tampa St Ste 2175Tampa, FL 33602opens in a new window
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