Financial Planning - TBR

People often ask, "How did I become a financial advisor?"

I let them know about how one of my favorite classes in high school was one that isn't often discussed anymore, home economics.

The reason it was one of my favorites was that we had a portion of the class dedicated to investing in the stock market every week.

I played sports growing up and always had a competitive side, so the ability to compare my allocation to my peers was exciting. We also learned about budgeting/balancing a check book in the course as well, which may not have been my favorite part of the course at the time but was extremely valuable. A lot of the early lessons that I learned in that class sparked my interest in becoming a financial advisor.

Over the years, my passion for advising my clients has only grown. People who I assist often have experienced; a recent career change, recently retired, are planning for an upcoming retirement or are just wanting to review their current investment strategy. I can help you strategically align your finances with what really matters in life.

After nine years of working at other firms in financial services, I decided to make the transition to Edward Jones.

I realized Edward Jones provided me a place where I felt like family and where my clients would as well.

I grew up in Cincinnati, Ohio, and graduated college from the Ohio University. I currently reside in the Countryside neighborhood of Clearwater with my beautiful wife, Cara, and three kids (9, 6 and 4). You will typically find me hiking, walking my two dogs or at the Countryside little league fields where I volunteer as a coach.

My office is supported by Senior Branch Office Administrator Deborah "Debbie" Davis, who has over 11 years of experience with Edward Jones.

it sounds like I may be a good fit for you, please call my office today to schedule a complimentary appointment

License Series 7, 63, 65, Health and Life Insurance

As an entrepreneur, you have so much to plan for: your business, your family and your retirement. And it’s easy to get caught up in daily tasks and neglect your personal finances.

That’s where we come in.

At Power Wealth Advisors, we can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs.

Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

I am a financial advisor with Power Wealth Advisors through Raymond James. Prior to joining PWA, Sabrina spent several years with the Raymond James Transition Management Department where she assisted numerous advisors with their business transition to the firm.

Raised by a family of small business owners, Sabrina realized early the value of a solid financial plan for the business and family members. She understands the necessity of providing advice to help preserve wealth for both. As a trusted advisor, she designs and implements investment portfolios that help strengthen the long-term financial health of the business and balance personal financial needs. She accomplishes this by actively listening and focusing on financial needs while establishing a deep and valuable working relationship.

Sabrina grew up in Pinellas County, Florida and attended the University of Central Florida where she received a Bachelor’s Degree in Economics. Sabrina and her husband, Ville (a Hillsborough County Firefighter), enjoy spending time boating with family and friends and are avid Tampa Bay Lightning Fans.

Licensed Series 7, Series 66