Now more than ever, you need to rethink your strategy on how you navigate your investments between risk and reward. That's what we do: we provide financial advice for successful people who want to grow and protect their money. Our reputation is built on a long track record of working with people who like to succeed — people like you. Our process is sound and solid: we define your goals, review your assets, analyze your needs, provide recommendations, implement execution, monitor track of your progress, and make any adjustments as warranted. We take the holistic view and provide you the comfort and knowledge that your investments will be managed in a conservative and well-thought-out manner. We do this by clearly communicating with you and understanding your needs, and by mapping out a plan and picking the investments that we truly believe are right for your particular situation. It is not about hitting a “home run” in the markets, it is about advancing toward your financial goals “one base at a time.” It is about growing and protecting your wealth so that you can enjoy your retirement and the fruits of your labors. That's our job, and we do it well. If you want to secure your financial future, let us show you how.”
Retirement planning isn't about aggressive money-making ideas. It's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement. Our team will take the time to help you in developing an investment plan that will address both your goals and your concerns.
I started in the financial service profession in 1990 with First Union National Bank. Became fiduciary Investment Adviser (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018. I am proud to have a clean compliance record over 25+ years as a fiduciary advisor.
I was born on Long Island, NY, and grew up on Florida’s Space Coast. I graduated from the University of Florida - College of Business in 1989. I’m a past 2 term Treasurer of the South Tampa Chamber of Commerce, past Treasurer of Coleman Middle School PTSA, and member of the Tampa Bay Estate Planning Council and University of Florida Advisor Network. I coached Tampa Bay Little League Baseball, and Tampa Youth Football and taught Religious Education at Christ the King Catholic Church. I have been a South Tampa resident for 32 years.
Consultant & Annuity Specialist
& Development Consultant