Executive Director & Financial Advisor
I have been in the financial and insurance industry since 1990 and began my career while pursuing a Bachelor of Science in Business Management.
Over the last 24 years, I have embraced further education by obtaining a Securities Trade license, CEP (Certified Estate Planner) designation, received designation to be an RIA (Registered Investment Advisor) and further education with a Bachelor degree in Economics and Finance from Cambridge.
My family has been here in NWFL for over 45 years. Yes, I am a native. My family, helped establish the original W-W Medical Center and the Fort Walton Beach Hospital.
My two most notable professional accomplishments have been the ability to help many clients Create and Protect their Wealth. But most importantly provide them Income when they or their family has needed it. And secondly, establish the company CornerStone Financial Consultants while maintaining sound financial Christian principles.
These accomplishments are reinforced by the many letters of recommendation, testimonials and “Thank You’s” we have received over the last 20 years and are available upon request.
Feel free to contact me directly if you have any questions.
- (850) 862-8082
- [email protected]