First, I want to thank you for taking the time to read this. I am writing this so I can share some information about myself and my family.

Recently my family and I (beautiful energetic wife Maggie, my son, Leo, and our puppy, Bailey) moved from NYC to South Tampa. In search of a new home, we carefully took our time, visiting many towns in Florida, but within five minutes of driving through South Tampa, we knew this was the place we wanted to grow our family and expand my business. We instantly fell in love with our new neighbors, the strong sense of pride for this community every resident shares, the close proximity to the most beautiful beaches and all the fun boutique shops and amazing restaurants. Also, I can't forget my sons favorite place, The Hyppo Pop!

Although I am new to the city of Tampa, I am not a new financial advisor; I have over 15 years' experience helping individuals and businesses plan for then reach their financial goals. Whether you are a new investor in need of a retirement plan, saving for college for children or grandchildren, an elderly retiree seeking help with high quality CDs or a newlywed in need of life insurance, we are here to help you.

We will work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

I am not only a small business owner, but I am also your neighbor. In my spare time, I enjoy managing Leo's T-Ball team, walking Bailey on Bayshore Blvd and sitting on the beach with the family. I currently serve as a board member for two local nonprofits: The Culbreath Heights Civic Association and Tampa Bay Little League organization.

Thanks again for reading this, and feel free to contact me anytime with any questions you may have!

Focus areas

  • Business Retirement Plans
  • College Savings
  • Socially Conscious Investing
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Art & Theater
  • Baseball
  • Volunteering
  • Mountain Biking
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat 10:00AM - 02:00PM
Sun Closed

Additional Hours

  • Web Conferencing

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