Suite 300
Stuart, FL 34994
toll free: 800-325-0038
fax: 772-286-6175
Senior Investment Management Consultant
Financial Planning Specialist
- 25 Years of Industry Experience
CIMA - Associations
American Red Cross
United for Families
Temple Beit Hayam - Jewish War Vets
- Series 6 - NASD Registered Representative
Series 7 - General Securities License
Series 8 - General SEC Sales Supervisor
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent - Interests Include; Golf, Boating, Flying, Motorcycles
Investment Management Specialist /
Financial Advisor
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 3 - National Commodity Futures
Life, Health & Variable Annuity Insurance Licensed - Retired from U.S. Navy Reserves in 2007
- Financial Services Business since 1997
- Joined The Sade Group in 2004
- Martin County Humane Society Volunteer
- BS
Michigan State University - 24 Years Experience in the Securities Industry
- Series 7 & 63 Licensed
Financial Planning Associate
- BA
Warrington School of Business
University of Florida - Joined Team in 2005
- Series 7 & 66 Licensed
