I believe the cornerstone of financial planning is recognizing that everyone's economic and life situation is unique. Personalized care and thoughtful wealth planning are essential to matching clients with the right financial products and services.
I've spent nearly 20 years providing financial strategies and investment services to individuals, families, non-profit organizations, and small institutions. Over that time, I've developed a planning process designed to help clients grow and protect what they've built.
My career began at Morgan Stanley and Smith Barney, where I developed deep experience within large brokerage environments. From there, I branched out as a Partner at a boutique independent firm in Tampa, where I focused on growing my individual practice while helping expand the firm's broader reach. When I outgrew that role, I took on my next challenge as co-founder and Managing Director of KASE Wealth Advisors.
My approach is client-centered at its core. I work to deliver advanced investment strategies and a customized Family Wealth Plan for each client I serve. I believe that education and a clear understanding of your current financial situation are vital to making sound investment decisions.
As an independent advisor, I have the flexibility of an open investment platform, which gives me the ability to find the solutions best suited to each client's needs.
I hold Series 7, 31, and 66 licenses, along with Life and Variable Insurance licenses.