Focus Areas
- Employee Stock Options
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
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Phone
(813) 575-8522Fax
(855) 792-2679Office Address
18932 N Dale Mabry HwyLutz, FL 33548opens in a new window
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