When working to formulate a sound financial strategy, I believe in taking a long term view. My experience and hands on-approach, combined with the variety of services offered through Octavia Wealth Advisors, can help you plan for – and build – your financial future. Working together as a ...more

When working to formulate a sound financial strategy, I believe in taking a long term view. My experience and hands on-approach, combined with the variety of services offered through Octavia Wealth Advisors, can help you plan for – and build – your financial future. Working together as a collaborative team at Octavia, we evaluate each issue to design a financial strategy that addresses your needs and helps you reach your goals. My goal is to deliver sound financial, investment and insurance strategies that are designed to help you. Outside of Octavia, I enjoy being active in my community and partaking in my favorite pastimes such as golfing, traveling, and cheering for my favorite sports teams!less