In college, I worked for two my uncles. My uncles and I ran a small business that involved analyzing the labor availability and cost, timing of our sales and the overall cash flow. We had numerous issues arise but we stayed on track and the business was successful. This experience helped me understand the value of using long-term planning for your goals and understanding the risk involved when managing your wealth.

These skills, as well as my previous working experience, have helped me serve clients effectively for the last 25 years. In addition, I hold the AAMS® and CFP® designations.

Our branch office administrators, Marcie Loos and Helen Leja, are dedicated to providing the highest level of service to our clients. Together, they have over 40 years of experience in the financial services industry. Please call with any administrative needs or to schedule an appointment.

I'm a 4th generation Floridian, happily married to my Texas sweetheart, Vivian. We have two grown children and are actively involved in our Crystal River community. I'm a former scout master and district chairman for Boy Scouts of America. Outside of the office, I enjoy hiking the Appalachian Trail and riding the local bike trails.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

My Personal Interests

  • Hiking
  • Backpacking
  • Spending Time with Family
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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