FOUNDER, PRESIDENT & CEO OF JARVIS FINANCIAL INC.
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I began my financial services career in 1996 with a captive agency. I quickly learned how limiting that environment could be for me and for my clients. After gaining more industry knowledge and experience both in the field and in the classroom, I started my own firm: Jarvis Financial Inc..
As an independent financial advisor I am able to offer EVERY investment option available to clients. As a fiduciary it gives me peace of mind knowing I am doing what is best for the client, rather than the company selling the product.
Jarvis Financial Inc. was founded in 2004. My experience in finance and education has allowed me to offer clients the expertise to find the right path to their future. My focus is on Retirement and Income Planning, Wealth Management, Estate Planning, along with College Funding and LTCI.
I have also achieved designation in Estate Planning and as an Annuity Specialist. I have also been awarded designation for RIA after completion of the series 65 license. I am a Senior Financial Advisor, One of America’s Premier Experts in Annuities, Retirement Income Specialist, LTCI Specialist and have featured on the Success Today show that aired on ABC, CBS, NBC, & FOX and its affiliates around the country.
I am a member of
The Million Dollar Round Table
The National Association Of Insurance & Financial Advisors
Member Of America’s Premier Experts
National Directory Of Insurance
Sales Excellence Award,
Award For Outstanding Achievement
Top Of The Table
My biggest accomplishment and joy is spending my spare time with my child here in Ormond Beach, Florida.