I believe that the financial success of others is driven by our ability to understand your needs and goals, and offer guidance in complex, uncertain times. roster.Monell.dWhether it's funding an education, retiring with confidence in today's economy or leaving a lasting legacy for your family, we will work with you to create a plan and deliver the resources and solutions that give you the confidence to achieve what's most important to you.

I have been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, and insurance and long-term care planning.

I am FINRA-licensed and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.



  • Street: One Independent Drive, 30th Floor
  • City: Jacksonville
  • State: FL
  • Zip: 32202


  • Telephone: 904-358-4186
  • E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

On the map

Fill in your address into the address field below the map and the shortest route will be calculated.

Since 1919, the Meninak Club of Jacksonville has carved a unique role for itself in our community. Attracting top business, professional, military and civic leaders to its ranks, Meninak has long been a catalyst for strengthening bonds among influential people and for helping shape the future of the Jacksonville community.
    We choose to dedicate ourselves to the betterment of Northeast Florida, lending help where none is available, especially when enhancing the lives of children. Join us

Calendar of Events

No Calendar Events Found or Calendar not set to Public.