I have always believed in investing and I value its importance. My attitude in life is to be humble, kind, trustworthy and hard-working. This is something I learned from a great role model in my life, Warren Buffett. I have been focusing on investing for my own family over the last 15 years. I have been able to pay off my mortgage, along with all other debts, and I have enjoyed living debt-free ever since. I want to be able to help others achieve their own financial freedom so they can have the same comfort. I believe so many people are confused about the market and don't have the necessary tools to completely understand investing to make the right decisions. I want to be able to help educate them on investing the correct way.

My philosophy is in building relationships with my clients to help find out what is most important to them. I use an established process to build a personalized strategy to help them achieve their goals. After finding a tailored approach for each client, I partner with them throughout their lives to help keep them on track and see their goals become a reality.

I have been married to my beautiful wife for 25 years and we live in Central Florida. We also have two wonderful children. Family is, and always has been, my top priority. I enjoy spending all my free time with them. Some of our favorite things to do as a family are cooking, gardening and watching the spectacular sunsets that Florida has to offer.

Focus areas

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

My Personal Interests

  • Cooking
  • Gardening
  • Spending Time with Family
  • Swimming
  • Drawing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

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