As a financial advisor, I believe it is important to invest my time understanding what is important to you and your family. While working closely with you, your CPA, attorney, insurance agent and other professionals, we can determine and implement a comprehensive financial strategy for successful individuals, families and business owners. We will guide you step-by-step through our established process while building your personalized strategies to help accomplish your goals.

To accommodate my practice, I am registered in over 30 states as a significant number of my clients and referrals live out of the state.

I have been blessed with a Branch Office Administrator that is exceptional. Catherine cares about each and every one of our clients. I’m amazed by her personal interactions with the people we serve and the depth of her knowledge of our business. We pride ourselves in taking the time to get to know our clients personally and to always go the extra mile. This is the cornerstone of our practice.

We provide our clients with complete access to our team through open communication and ongoing due diligence, along with first-class service as we partner together. I earned the CFP® certification in 2014, the CIMA® designation in 2017 and the CPWA® designation in 2023. Our goal is to create a client experience you will want to share with your family and friends. We can help you decide how to put your wealth to work, for you and the generations to come.

My family returned to Punta Gorda over 10 years ago and are glad to call our community home. My wife and I have been married for 15 years. Tiffany and I have a son named Alex. I am a board member of the Florida International Air Show in Punta Gorda and a parishioner at San Pedro Catholic Church. My hobbies include: martial arts, fishing and spending time with my family. I look forward to many years of continued service in our beautiful community.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Fishing
  • Aviation
  • Karate

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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