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.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Running
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More