02/03/2022
44 years in public accounting, including tax planning & preparation. 39 years as an owner/partner of a public accounting practice. 5 years with Deloitte LLP (formerly Deloitte Haskins & Sells). 17 years in investments & securities. 8 years in life insurance & annuities.
Lifestage financial planning and financial solutions for retirement income planning. Licensed representative in life, health, long-term care insurance & annuities. Serving Nocatee, Ponte Vedra and the surrounding communities.
