Having worked in financial services for over a dozen years, I have seen the need for personalized financial advisory services for individuals, families and small businesses grow consistently. Focusing on customized financial strategies, I help my clients preserve, grow and enjoy the wealth that they have worked so diligently to create.

Originally from Western Pennsylvania, I have a bachelor's degree from the University of Pittsburgh. I live with my wife, Mia, in Wesley Chapel with our three children. In my free time, I enjoy golfing, attending my children's sporting events and serving as a volunteer coach for my son's youth baseball teams.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • College Savings
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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