For nearly 20 years, I’ve been offering families and businesses in Central Florida tailored financial plans and personalized wealth management. Along with helping you manage your cash flow, minimize tax implications and develop retirement and estate plans, I focus on creating investment strategies that help you and your portfolio prepare for difficult markets.
Before trading in the Windy City for the Sunshine State in 2000, I spent seven years working in public accounting with a focus in small business. During this time, I worked as a CPA with Deloitte & Touché, a “Big Five” accounting and consulting firm. While there, I was a manager in the audit department in their Chicago office. I transitioned into being a Financial Advisor because I enjoyed working one on one with individuals and helping them work towards their retirement goals. With a personalized, hands-on approach I have been able to grow a successful business here in Central Florida.
I received my undergraduate degree in business administration from Loyola University of Chicago. Today, I hold Series 7, 63 and 65 securities registrations with LPL Financial, in addition to a life and health insurance license.
When I'm not in the office, you can find me spending quality time with my wife, Melanie, and our two girls. And on the weekends, I enjoy playing a round of golf or participating in various water sports.
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