My passion to see families reach and exceed their retirement objectives, and my background handling complex legal and insurance issues uniquely motivate and equip me to educate and guide clients on their many financial and insurance options.Īfter growing up in Temple Terrace, Florida, I graduated from Florida State University with a degree in accounting. My passion for family financial and retirement planning came from an unlikely source: seeing the impact of poor planning in the lives of my grandparents, resulting in my little Italian grandmother having to sell their retirement home in the country years earlier than desired.Īs a financial advisor with SFG Wealth Advisors, I use the listening and investigative skills honed while practicing as a litigation attorney to delve deep into my clients’ goals and aspirations.
0 kommentar(er)
