Financial - TBR

A financial service that provides solutions for reducing payroll tax obligations to the government. Also, help business owners qualify for ERC.

License W756849

BayFirst National Bank offers a variety of products including Home Equity Loans, HELOCs, Home Improvement Loans, Personal, Auto, Boat, and RV lending.

NMLS #2142106

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. All of this leads to a relationship and partnership focused on your success and becomes second to none in your financial world!

I graduated from Shepherd University with a bachelor's degree in business administration with a concentration in small business entrepreneurship and this has fueled much of my career, as I have been in the financial industry supporting business owners and their families' needs since 2012.

The greatest token of your appreciation is referring me to someone you care about. It would be my honor to be their financial partner as well!

CRD# 7127454; FL W593049.