As a CERTIFIED FINANCIAL PLANNER™ professional for over 20 years, I have advised thousands of clients on how to manage their assets, mitigate taxes, and plan for the transition of their wealth to their heirs and preferred charities.
Being an owner of a small business that has provided services to the high net worth client for over two decades affords me a distinct perspective when working with families that are transitioning into retirement, or who have come into sudden wealth though the sale of a business or inheritance. Collectively, my designations of CFP®, ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) help assure that I stay current with the latest strategies and tactics to help my clients achieve their financial objectives.
My entire professional career has been in financial services, first becoming licensed in the industry at age 19 while attending the University of Central Florida. While working my way through college, which included attending the University of North Florida, I realized that wealth management in the context of comprehensive financial planning was my calling. Still to this day, I am a firm believer in the marriage of purpose with performance when it comes to building and preserving wealth. Proper wealth management begins with having a clear set of objectives, having flexibility in your planning, and controlling direction when the climate of markets and economies change. I always welcome the opportunity to speak to companies or industry groups on the benefits of planning.
I am proud to serve as an Advisory Council Member on the Florida Hospital Altamonte Foundation Board. Additionally, I am a Board Member of the Boys and Girls Clubs of Central Florida, Seminole County Branch.
I fill my time outside of the office wood working, mountain biking, and the occasional fishing trip. Born and raised in Florida, I take any chance to fish some new waters somewhere. Generally any outdoors activity appeals to me, but my true passion has always been flying. Like most proud Husbands and Dads, I credit everything in my life to the love and support of my beautiful wife Kris and our three children, Genevieve, Caroline, and Liam.