Broker Check

We began serving our clients in 2004 with the primary objective of being an Independent, Impartial, and Informed source of outstanding personal financial services.

Now we would like to share some GREAT NEWS!

We have merged with another exceptional firm that has the same approach to planning and client care!

The combined firms are now called Trinity Wealth Management Group, Inc.

The new combined firms will continue to provide our clients great service with familiar faces. In addition,we will offer many new services and areas of expertise. We look forward to discussing those in more depth with you in our next meeting or phone call.

Just as important as what’s new is what will not change:

  • You’ll continue to work with the same people that you have in the past.
  • Our fee structure will not change, and no paperwork is needed from you.
  • The services we have provided you in the past will continue to be offered.
  • Our address and phone numbers will not change. We will continue to operate from our current offices on McMullen Booth Rd. in Clearwater.

All the contact information for us will remain the same except our e-mail addresses and website.

Our E-mail addresses are and

Moving forward, our new website is

Click below to be taken to the new