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 30 years. In addition, I hold the AAMS™ and ChFC® designations and CFP® certification.

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 fourth-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.