Bio
I graduated from University of Florida - College of Business. I became a fiduciary advisor in 1996. I am very proud to have a spotless compliance record over 25+ years as a fiduciary advisor and insurance agent. I am founder, owner and chief executive thinker of Thoughtful Advisors. I started Thoughtful Advisors as an independent financial service firm to be an alternative to gigantic financial service mega corporations. We are locally owned and operated on the Space Coast.
Years of Experience : 25