As a dedicated Real Estate Agent at Exprealty, I am on a mission to redefine the real estate experience by focusing on a personalized approach tailored to the unique needs of homeowners. My commitment extends beyond the transaction – I am here to guide and support individuals in a crucial chapter of their lives.With a genuine passion for helping homeowners downsize and prepare for retirement, I bring a wealth of knowledge and a compassionate touch to the real estate journey. My expertise lies in understanding the emotional and practical aspects of downsizing, ensuring a seamless transition for my clients.At the heart of my service is the belief that downsizing is not just a transaction; it's a pivotal step towards a fulfilling retirement and the preservation of a cherished legacy. I am committed to making this transition as smooth as possible, ensuring that homeowners not only find the perfect new home but also preserve their estates for generations to come.

Held series 7, Series 24, Series 27 as well as 63 and 65. I was the senior investment manager, compliance principle, financial principle and marketing and sales manager.

Lead corporate strategy and manage portfolios.

An investment advisory company that manages securities accounts for individuals, retirement plans and corporations on a discretionary basis.

Advisor's Capital Corp is a holding company for two investment advisory firms and works with CPA firms to enhance their marketing efforts and improve their valuation for sale upon retirement.

Managing capital for individuals. Responsibilities include compliance and marketing as well.

The company was an interconnect company serving the West coast of Florida.

The company was an NASD broker dealer

Apple and IBM computer stores in Naples and Fort Myers Florida.