Metro Jacksonville
If you’re within a few years of retirement, the biggest risk isn’t market volatility - it’s having the wrong strategy when it matters most. I work with professionals and pre-retirees who want clarity around how their 401(k), investments, retirement income, and estate planning all fit together - especially when a large portion of their wealth sits inside employer-sponsored plans. Most people don’t have an investment problem. They have a coordination problem. Here’s where I help: • 401(k) & BrokerageLink optimization — improving diversification and managing downside risk while maintaining long-term growth • Retirement income planning — designing distribution strategies that aim to use the least amount of capital while remaining resilient across different market environments • Tax-aware planning — helping clients understand where income should come from and when • Estate & legacy planning coordination — ensuring more of what you’ve built actually reaches your heirs My approach is strategic, personalized, and focused on helping clients make confident decisions before, during, and after retirement — not chasing markets or selling products. If you’re approaching retirement and want a second set of eyes on your strategy, feel free to connect or reach out. Florida Financial Advisors Today. Tomorrow. Together.
In my role, I supported servers by keeping the dining room organized, clean, and running smoothly. I anticipated guest needs, helped create a seamless flow during service, and made sure every dish, drink, and interaction reflected the elegance and sophistication of The Ordinary.
Assisted the founder of a middle market investment bank Research in target companies Updated financial models Created PowerPoint Presentations
As a server I played a key role in creating an exceptional guest experience by serving customers in a fast-paced and fun environment, showcasing your knowledge of craft beer and ensuring each guest enjoys their time with us.
Three-year employment, won best catering in Lake Norman area two years in a row