I’m a passionate & driven financial services professional with 15+ years of experience. My career began in 2006 at one of the largest retirement planning agencies in central Florida where I would go on to become an award-winning 403b representative, helping teachers and other public service employees navigate the Florida Retirement System. I moved on to start MyFRS Guide, a resource for those Florida Retirement System participants with an emphasis on making the most of their DROP, pension & investment plan benefits. With a desire to do even more for my clients, I founded First Choice Wealth & Retirement which takes a holistic team-based approach to wealth management & retirement planning (through strategic partnerships) incorporating legal/estate planning, insurance and tax strategy to preserve the financial integrity of families & businesses. Our services for individuals/ families include:-RETIREMENT INCOME PLANNING-TAX PLANNING-SOCIAL SECURITY PLANNING-HEALTHCARE PLANNING (HEALTH INSURANCE, MEDICARE & LONG-TERM CARE)-WEALTH MANAGEMENT & TRANSFER-ESTATE PLANNING & LEGACY PLANNINGOur services for Businesses/ Business Owners include:-EMPLOYEE RETIREMENT PLANS (401K, PENSION)-GROUP BENEFITS (HEALTH, LIFE, DENTAL, DISABILITY, HSA, HMA)-OWNER-FOCUSED RETIREMENT PLANS (412E)-TAX PLANNING-BUSINESS ENTITY FORMATION-PARTNERSHIP/BUY & SELL AGREEMENTS-KEY PERSON PLANSOver the years, I have helped hundreds of clients put away millions of dollars to secure their retirement but my greatest professional achievement is building client relationships that have lasted over a decade. Feel free to send me a message to see what my team can do for you or your business.