My goal for all my clients is to help them be financially prepared to live life to the fullest. Through an established process, I get to know my clients on a personal level which allows me to understand what's important to them, and most importantly their "why". I feel that until I know where they come from and how they got where they are today that I have no business asking about their finances, and certainly not providing them with guidance on what to do with their money. I want to create a theoretical partnership with my clients. If working with a client who is preparing for retirement, I will stick with them throughout their journey and be there every step of the way to provide sound financial guidance and make adjustments when needed as things change along the way.

Outside of the office, what I enjoy most is spending time with my family. I have two boys, Kameron (13) and Brooks (9), who I try to instill with the importance of hard work, family and having a positive impact on the world, which they will hopefully pass down to their little ones. We get to spend a lot of time together as I coach them in the sports they play, not taking it too seriously, except for baseball. Being involved in my community is important to me so I volunteer at our Little League where I am a board member. I am also on the PTA Board at their elementary school where I am the leader of the Dad's Club.

In my free time I try to get out and tear up the links as often as I can, enjoy short staycations at any of the amazing beaches we have in our backyard in the Tampa Bay area, and can appreciate a nice bottle of wine with friends. I also enjoy woodworking and other projects around the house.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Coaching Sports
  • Football
  • Golfing
  • Home Improvement

Office Information

Office Address

3820 Northdale Blvd Suite 301a Tampa, FL 33624

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