Trips are more fun with a friend, especially a friend who knows the terrain. There is always a learning moment that starts with a problem – then a solution comes at just the right moment. These are my most vivid memories because I learn something about the situation and myself.
Being a financial advisor is similar to going on a trip with someone, but this journey is a relationship that ideally continues over a lifetime. Along the way, you save for a house, college, the bucket list, retirement and more, but those are not the destinations, just milestones along the journey. I use established processes to partner with my clients to help achieve what is most important to them and to help stay on track to achieve their goals.
One of the most enjoyable parts of my role is the opportunity to educate and explain complicated concepts and make them easy to understand. It gives me great joy when clients tell me that I made a difference in their lives. I like introducing people to new strategies and products which lead to a deeper understanding and a better decision.
During my "me time," I treasure spending time with my wife and two kids. Hearing them laugh is medicine to the soul, although I'm usually making myself laugh more often. I also enjoy riding my motorcycle through the Dade City area, experiencing the curvy roads and hills. One of my favorite places to go is Richloam; its a great place to enjoy the outdoors and encounter nature. My wife and I are both Florida natives and really enjoy living in this part of Florida. It's a great location with lots of fun things to do. We enjoy outdoor activities, going to the beach, but also getting dressed up and going to a show downtown. I graduated from USF and met my wife in Tampa. She is an elementary school principal, and we both share a passion for helping children and our community. Please feel free to send me a message or give me a call, I would love to hear your story and begin a journey together.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Wealth Strategies
- Divorce Finances
- Intergenerational Planning
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
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