Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 42 years of success supporting client financial goals through astute investment guidance. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
. I drafted approximately six state statues to reduce crime and
create economic development throughout the state.
. Working with the U.S Embassy in Lima Peru and the U.S. State
Department in Washington DC, I was able to free 25 Americans
being held against their will by the Peruvian military during covid.
. I led the initiative to create a Master Plan for downtown Ocala. Its
still followed to this day.
. I helped pass legislation to create an enterprise zone which created
$millions of tax savings for companies and create approx 1,000 jobs.
I served on the Children's Home Society of Fl Board of Directors for approximately 20 years. I chaired the Audit, investment and Finance committees at different times during those years. I founded Open arms village. It is a residential program for homeless men, now expanded to women. We have an 85 % success rate.
When they leave they have thousands of dollars in the bank, a full time job and a place to live.