As a New York Life financial professional with an office in Milton, Florida, I work with individuals, families, and business owners throughout Milton, Pace, Pensacola, and surrounding Northwest Florida communities, as well as clients in other states where appropriately licensed.

I help clients prepare for the future through retirement strategies, investments, 401(k) and IRA rollovers*, life insurance, annuities, long-term care, disability income insurance, and child savings strategies. My goal is to make financial decisions easier to understand and help you identify solutions that align with what matters most to you.

Contact me to schedule a conversation about your financial goals and how I can help.

^{*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.}