Our team focuses in advising executives, professionals and business owners who aspire to achieve a work-optional lifestyle.

Our experience ranges from guiding the financial and estate strategies of small business owners and retirees to advising on complex executive compensation packages offered though Fortune 500 companies.

My career as a financial advisor started with Edward Jones in 2006. Previously, I served in the United States Coast Guard as an Operations Specialist during the 9/11 era. My military background has laid the foundation for our dedication to excellence and attention to detail while serving our clients and community.

As a lifelong learner, I earned the CFP® certification in 2011.

Over the years, I have trained and mentored many financial advisor teams. I have also served as performance leader for the 50-plus branch offices in the Tampa Bay Area. The firm invited me to become a limited partner in January 2011.

Historically, I have served as a member of Rotary and Big Brother Big Sisters and served as Cubmaster for Cub Scouts Pack 38 for eight years.

Our practice is supported by a team of professionals. Barbara Sadorf and Andrea Mungo are both Senior Branch Office Administrators and have been recognized and celebrated for their contributions to the firm.

We are also supported by my wife, Janine, and three children. I mainly enjoy spending time with my family, loved ones and clients.

Our vision is to provide the planning and strategy that helps enable our clients the time and financial freedom to pursue their passions and true life's purpose.