“What’s most important to you?”

That question guides every financial strategy I create. I work with retirees, pre-retirees, and business owners to prioritize their financial needs, focusing on investment growth, Income planning, tax efficiencies, and legacy wealth transfer.

With over 26 years in financial services, I bring the experience and perspective to design tailored strategies that help clients pursue their goals with confidence. My approach is centered on building strong relationships — whether face-to-face, virtually, or in collaboration with your attorney, CPA, and other trusted professionals — to deliver a truly comprehensive plan.

Originally from Chicago, I’ve lived in multiple states and abroad. Today, my wife (a CPA and comptroller/treasurer for a private equity firm), our son, and I call Central Florida home. I hold an MBA and a B.A. in Psychology from the University of Nebraska at Omaha. Beyond my career, I’m passionate about my faith in God, family, personal growth, and serving the community.