2008 – 2009 President
Paul Harris Society
Contact Info: (850) 936-6686
Personal – I joined Rotary way back when I first started my practice in 2000. As a small business owner, I wanted to interact with other like-minded business owners and a dear friend invited me to his club. The rest, as they say, is history.
I joined Rotary because, as a business owner, I believe it’s vitally important to be active in the community, and when I say active, I mean “full-contact”. The work that RI does is truly world-changing but I love the impact our local club has in the community. We focus on youth development and our signature cause is college scholarship for deserving local young men and women who really could use the help. It is tremendously gratifying.
Year’s back, our club funded a full college scholarship through a state program called Take Stock in Children. The program awards conditional scholarships to the selected students provided they: 1) Stay out of trouble; 2) Maintain a solid GPA; and 3) Meet weekly with a mentor. I chose to be the mentor to that student and it was a life-changing experience to be a part of his life. He has since graduated from the University, the first in his family, and we remain friends to this day.
Professional – At Soundside Wealth Advisors, we help our clients make smart decisions about money so that they can focus on what’s important to them. Our mission is to help provide our client family with the comfort and confidence they’ll have the retirement they wish for. It’s our goal to be the go-to partner on your financial journey…the trusted advisor that you can turn to for objective advice on anything financial, helping to ensure that you have the lifestyle that you’ve envisioned for yourself and your family.
As a Certified Financial Planner™, I am uniquely qualified to help you navigate through an ever more complicated environment and keep you on track regardless of the economic situation we find ourselves in. We specialize in Comprehensive Financial planning and Investment Management and as a CFP®, I’m constantly “sharpening the saw” through ongoing and required continuing education. As a CFP®, I’m also bound by a fiduciary standard, so you can be assured your needs will always come first.