Chief Operating Officer, SWG
Branch Associate, RJFS
What can you tell us about your professional journey?
From leading a transformational change in London’s Lloyd’s insurance market to evolving traditional brokerage firms into full-service wealth management firms, I’ve had a wide range of professional experiences. I have held executive leadership positions within the financial services industry (including Raymond James and Hilliard Lyons) and know what it takes to build a sustainable, service-focused and continually evolving financial firm.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.