What I can help you achieve
Financial Independence | Retirement Planning | Investment Planning | Tax Planning | Estate Planning | Financial Plan | Manage & Build your Wealth | Insurance Planning
Financial Independence | Retirement Planning | Investment Planning | Tax Planning | Estate Planning | Financial Plan | Manage & Build your Wealth | Insurance Planning
I am originally from Lille (France), where I grew up and graduated college in 2016. During my international business studies, I first arrived in the United States in 2014 to deepen my knowledge of the American culture and English language. Throughout my experiences in America, I developed a passion for Financial Planning and I am now eager to help the local community of Central Florida through trust, transparency, and education.
My approach to personal financial planning is to obtain from you relevant financial information that will help me serve you in your best interest. I also embrace the Dave Ramsey debt-free philosophy when it comes to your finances and wealth-building needs.
I started my financial career in Grand Rapids, MI where Mallory & I got married in 2018 and then decided to move back to Orlando, FL where she and I first met in 2016. We bought our first home in the Orlando area in 2020, and adopted our golden retriever named Cosmo. During our free time, we love to go to the Disney World and Universal Studios parks.
Series 7
General Securities Representative Examination
Series 66
Uniform Combined State Law Examination
Florida 2-15
Resident Health & Life
Annuities, Variable Contracts
Disability
SIE
Securities Industry Essentials Examination