Our Team

As Managing Partner and CEO of Premier Private Wealth Management, I work closely with individuals and families navigating significant financial transitions—such as retirement, inheritance, and major life changes—helping them simplify complex situations and make confident decisions about their future.

With over 15 years of experience, I specialize in tax-efficient wealth management and comprehensive financial planning for high-net-worth clients, many of whom are managing newly inherited assets, planning for retirement, or consolidating multiple accounts into a cohesive strategy. My focus is on bringing clarity and structure to moments that can often feel overwhelming.

I take pride in helping clients reduce complexity, avoid costly mistakes, and create a clear path forward—whether that means restructuring portfolios, improving tax efficiency, or aligning their financial plan with their long-term goals.

Prior to joining Premier Private Wealth Management, I worked with Waddell & Reed and Gulf Coast Advisors, where I built a strong foundation in portfolio construction and client strategy. I hold the Accredited Wealth Management Advisor® (AWMA®) designation and earned my bachelor’s degree in business with a concentration in Finance from the University of South Florida.

Originally from Maryland, I’ve spent most of my life in Florida and currently live in Palm Harbor with my wife and our five children. Outside of work, I enjoy boating, fishing, and spending time with my family.

As a Managing Partner and Chief Compliance Officer at Premier Private Wealth Management, I oversee compliance and operations, manage portfolios, and provide top-notch service to our clients. My primary focus is to offer integrated financial, tax, and investment strategies, retirement planning, insurance planning, and estate conservation advice. I utilize a comprehensive approach to financial planning and operate as a fiduciary to all my clients, ensuring their best interests are always my top priority.

I specialize in business and tax planning, drawing from my own experiences as a business owner. I understand the unique challenges that business owners face and leverage my knowledge to help them grow and retain more of their hard-earned money. With over 15 years in the financial services industry, I bring a wealth of experience and expertise to the table.

Before my career in financial services, I served as a police officer in York County, PA, and as an infantryman in the US Army. My educational background includes an associate's degree in criminal justice, and I hold Series 7, 63, 65, 24 & Life & Health Insurance licenses. I am also currently working on my BA in Business with an undergraduate focus in Financial Planning.

I am deeply motivated by the opportunity to help and protect people. I firmly believe that everyone needs a financial coach, and I take great pleasure in watching my clients utilize the advice I provide to achieve their goals. Helping others become successful and happy is what I enjoy most about my job. Honesty, integrity, and loyalty are the core values I bring to my clients. I work tirelessly to ensure their financial well-being and do everything in my power to protect them.

Originally from Columbia, PA, I now reside in New Port Richey, FL. I have a daughter and five wonderful grandchildren. As a U.S. Army veteran and former law enforcement officer, I continue to serve my community in various capacities. I am a former President of the Rotary Club of Palm Harbor and a former Board Member of the Greater Palm Harbor Area Chamber of Commerce. I am an active member of TheChapel church, the Masonic Lodge, VFW, American Legion, AMVETS, ELKS, and the NRA. In my free time, I have a passion for the outdoors, especially hunting and fishing—primarily offshore deep-sea fishing and archery hunting. I also play third base for the Tampa Tribe, an amateur men's baseball team, and have been dedicated to CrossFit for 13 years. I love exploring new things and am always up for spontaneous adventures.

As a Financial Advisor at Premier Private Wealth Management, I provide comprehensive wealth management services with a focus on long-term financial strategy, estate planning coordination, and multi-generational wealth preservation. As a fiduciary, I am committed to acting in my clients’ best interests, delivering thoughtful, objective guidance tailored to each client’s unique goals and circumstances.

Prior to stepping into my current advisory role, I spent six years as a Client Relationship Manager at the firm, where I specialized in estate processing, account management, and client retention. This experience gives me a well-rounded perspective and allows me to serve clients with both strategic insight and operational expertise.

My background in financial services also includes experience with Franklin Templeton, where I developed a strong foundation in investment operations and client service. I hold the Financial Paraplanner Qualified Professional® (FPQP®) designation and maintain both my Series 65 and FINRA Series 99 licenses.

Before my career in finance, I proudly served 20 years in the United States Navy, both on active duty and as a reservist, ultimately retiring from service. My military career instilled in me a deep sense of discipline, integrity, and commitment—values that continue to guide how I serve my clients and build lasting, trusted relationships.

I earned my Bachelor of Arts in Business from Keiser University and am passionate about helping individuals and families achieve financial clarity and confidence. I take pride in building meaningful, long-term relationships and supporting clients through important financial milestones, with a focus on creating lasting, generational impact.

A native of Safety Harbor, Florida, I live in Tarpon Springs with my husband and our two daughters. Outside of work, our family is actively involved in running a local youth cheerleading program, where we help young athletes build confidence, discipline, and a love for teamwork while giving back to our community.

I am proud to serve as a Financial Advisor at Premier Private Wealth Management, where I am committed to helping individuals and families navigate their financial journeys with confidence and clarity. My passion for supporting others has been a constant throughout my career, guiding my transition into the financial services industry.

Prior to becoming a Financial Advisor, I spent two years as an Administrative Assistant with Premier Private Wealth Management. In that role, I gained valuable insight into the client experience and developed a strong foundation in the firm’s processes, values, and commitment to personalized service. This experience allows me to bring a well-rounded perspective to my work and better support the needs of my clients.

Before joining Premier Private Wealth Management, I spent 13 rewarding years as an elementary school teacher. I earned my Bachelor of Science in Elementary Education, along with an early childhood certification, from Louisiana State University. My background in education shaped my ability to communicate complex concepts in a clear and approachable way—an approach I now bring to financial planning and client relationships.

My transition into financial services has been both exciting and fulfilling. I am dedicated to continuous learning and professional growth, striving each day to expand my knowledge and better serve my clients. I believe that building strong relationships starts with genuine care, and I take pride in creating meaningful connections by understanding each client’s unique goals and priorities.

Originally from River Ridge, Louisiana, I spent most of my life there before relocating to Palm Harbor, Florida, in 2023. My husband, Chris, and I have been married for 15 years, and we are the proud parents of four wonderful children who keep us active and inspired. Outside of work, I enjoy spending time with family and friends, especially boating and relaxing at the beach.