I am a CFP®, Certified Financial Planner^tm, practitioner. The Certified Financial Planner Board of Standards certifies me.

In the past, I have worked for the following financial institutions:

Paine Webber (now UBS Warburg Paine Webber), as a Broker.

Equitable Life (now AXA Advisors, Inc), as a Fee-Based Financial Planner and manager of securities sales.

INVEST Financial Corporation (subsidiary of AmSouth Bank and later owned by National Planning Corporation owned by Jackson National Life), as a Vice President of Advanced Financial Planning and Investment Advisory Services. Invest Financial served the financial planning and investment needs of the customers of regional and community banks all across America.

Most recently, I worked for AmSouth Investment Services, subsidiary of AmSouth Bank, as Vice President of Financial Planning for all of Florida and lower Alabama.

I have worked for Brokerage, Insurance, and Banking.

I am now the sole proprietor of Life Transition Planning^tm, a fee-only financial planning firm, and I work exclusively for you. Life Transition Planning™ is also registered with the State of Florida as an investment advisory firm.

Business Standards:
I adhere to the Principles and Rules of the Code of Ethics of the Certified Financial Planner Board of Standards.

I perform financial planning according to the Financial Planning Practice Standards of the Certified Financial Planner Board of Standards.

I have never had a customer complaint against me.

Education:
Master of Business Administration, Eastern Michigan University
Beta Gamma Sigma key graduate.
Wall Street Journal award recipient.

Professional Affiliation:
I am the current Co-Chair of the Financial Literacy committee of the Financial Planning Association of Tampa Bay.

Enough about me. Financial planning is about you.