I am a financial advisor with Evershore Financial Group, as an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for over 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a yearlong rotational program learning the many areas of financial services as well as obtaining the licenses required to be a Financial Advisor. I currently hold the Series 7 General Securities License, the Series 66 State Securities Law License, and the Florida Life, Health & Variable Insurance License.
As my career has progressed, I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs.
To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready.
Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location.
Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole, and Osceola County.