With over 35 years of experience as a financial advisor, I have seen a lot of changes in the industry; however, my focus has remained steadfast. I help people make sense of their finances. Whether it’s planning for retirement, saving for a child’s education, or navigating the ups and downs of the market, I believe in providing clear, personalized strategies that align with your goals—without all the unnecessary jargon.
Over the years, I’ve had the privilege of working with some of the best firms in the industry, including Shearson Lehman Hutton, Dean Witter, Edward Jones, RBC Wealth Management, Wells Fargo, and now co-owning my own firm with Good Life. But more importantly, I’ve had the privilege of working with great clients, helping them take control of their financial future.
I understand that every person’s financial situation is different, so I tailor my approach to meet your specific needs. Whether you’re planning for your golden years or looking for ways to invest smarter, I’m here to guide you every step of the way. Beyond investment strategies, I can also connect you with services for estate planning, trust management, and insurance through my network of affiliates.
When I’m not working with clients, I’m spending time with my family—my son Justin, daughter Jessica, and my two grandchildren, Aria and Liam. I also enjoy spending time in sunny Florida, relaxing out on the water aboard my boat, The Frivolous Spending. These activities help me recharge so I can give my all to my clients.
My Areas of Focus
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