I love puzzles and I love going to work every day because helping someone figure out their life plan is really no more than solving a puzzle. They come into my conference room with all the pieces but there is no top to the box! First we have to find the straight edges and boundaries. Then we can begin to dream what the future picture might be and what they want it to be. The problem for many people is they spend more time working a crossword puzzle in the Sunday paper than they do solving their own financial puzzle. I love solving life puzzles! I am saddened when I learn of people who never took the time to figure it out and worse, have made decisions from which they cannot recover because they didn't know what they didn't know.
WHAT DRIVES ME
Not only is every family's puzzle different in many, many ways they are always changing! There is nothing stagnant or boring about rearranging your financial world to meet the changes of your family. I have many generations of families now and I love the continuity of teaching financial soundness. Though it is uncommon in America, I believe we can pass wealth from generation to generation with that as a common family goal.
It's not just about money to us. It's about family and relationships and goals and successes and failures and being there through the good times and the bad times. We become one big family.
WHAT I’VE LEARNED
Most horrible financial decisions come as a result of people not knowing what they don't know. Lifelong learning in finances is mandatory.
FAVORITE CLIENT MOMENT
When I believe my retired clients are totally financially content. That is my favorite moment and my greatest feeling of success.
BEST PIECE OF FINANCIAL ADVICE EVER RECEIVED
Just do it. Indecision is a decision to do nothing. Procrastination causes financial failure. The most important thing is to keep taking steps forward even if every 0nce in a while you take a step backward. You must move forward toward your goals to be successful.
PERSONALITY IN THREE WORDS
Trustworthy, problem solver, funny.
ON MY NIGHTSTAND
Man's Search for Meaning, by Viktor E. Frankl, The Untethered Soul, by Michael A. Singer, and A Land Remembered, by Patrick Smith.
IF I WEREN’T DOING THIS, I’D BE…
Deep sea fishing for marlin and sailfish around the world in the most exotic places!
INTERESTS OUTSIDE OF THE OFFICE
I set the world record in 1990 for an 82 pound Pacific Blue Marlin in the 8 pound test category - a record that I held for 10 years until it was broken in 2000. I was named the "Best Visiting Angler" at the US Virgin Islands Atlantic Blue Marlin Tournament in 1993. I would like to return to fishing again soon. In the meantime, I love to downhill snow ski and travel the world with a special group of friends who enjoy the experience as much as I do.
I began my career with EF Hutton in 1981 here in Indialantic, Florida. After a few years with Shearson Lehman and Dean Witter I found my way to Raymond James. I was with Raymond James affiliates from 1990 to 2021. Nautilus Wealth Advisors was approved as a Registered Investment Adviser in February 2021, and I began managing accounts in June 2021.
I originally hail from Chattanooga, Tennessee. Over the years I have been an active participant in the Financial Planning Association, the Advanced Planners Study Group and the Brevard County Estate Planning Council. For many years I was one of a handful of certified financial planners who attended the University of Miami School of Law’s annual Heckerling Institute on Estate planning. In 2018, I founded Women Sharing Wisdom, a conference for female financial advisors from across the country. The mission of the conference is to foster mentorship for young female advisors entering the industry.