I got into financial services because of the people in my life who didn't have anyone in their corner when it mattered most.
I'm a husband and dad to three girls, and we're part of a Tampa Bay homeschooling co-op that I genuinely love. I work every day with families making intentional choices, women building businesses on their own terms, and communities that look out for each other.
For over two decades I've worked across bankruptcy, fintech, wealth management, and financial planning. Today, alongside my work at New York Life, I'm developing a real estate fund and serving on the board of a community development corporation. I care about building wealth pipelines in communities that don't always have access to them.
What I actually do: I help individuals, families, and business owners get a real plan in place that includes protection, income strategy, long-term financial structure, and increasing your net retirement income without the pressure or the confusing jargon. I work especially well with women entrepreneurs, families navigating big transitions, and minority-owned businesses that deserve the same quality of financial guidance as anyone else.
If you want a financial partner who listens first and genuinely has your back, I'd love to connect. You can book a free 30-minute introductory appointment here: https://calendly.com/aspivey01-ft/introductory_...