Qualifications
Founder and President of Franklin Capital Management, LLC (2007) and have been active in the security and insurance industry since 2000. As a Chartered Retirement Plans SpecialistSM I can assist in the design, implementation and monitoring of the variety of Small-Mid Size Business Retirement Plans. I currently hold various securities licenses for investments and insurance licensed in the field of life, heath and variable annuities. Additionally my record and credentials can be viewed under the Broker Check link at www.FINRA.org,
Bachelor of Science in Professional Management, NOVA Southeastern University in 1995
Master's Degree in Business Administration, NOVA Southeastern University-SBE in 1998.
Served as a Trustee on the Jupiter Police Pension Plan from 2007 thru 2011.
Former US Navy Veteran and Jupiter Resident since 1992.
Dedicated to developing lasting relationships with all my clients and I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services.