When Tania and I started Westchase Financial Planning we wanted to serve our community. We have been fortunate enough to be a part of two wonderful communities: Tampa Bay, Florida and the Military.
As someone who grew up in the Tampa Bay area, I felt blessed when Tania and I received orders to be stationed here. After years of moving around in the Navy, we decided that Tampa was the place we wanted to stay. We are fortunate to be part of a very close-knit community, and Westchase Financial Planning’s goal is to be the financial planning firm of choice for our community.
When I first joined the Navy, I didn’t have enough money to do a whole lot of things. Every dollar was precious to me, especially when I was sending money back home to help my mother pay bills. Throughout the years, I’ve seen a lot of servicemembers struggle financially—whether it’s paying off debt, saving for their childrens’ college education, or wondering if they have enough money for retirement. Westchase Financial Planning exists today because I want to use my experience and education to help servicemembers take the right steps to address their needs and reach their financial goals.