Qualifications

• 35 years knowledgeable in designing, implementing and managing client portfolios.
• College of Financial Planning 1994 CERTIFIED FINANCIAL PLANNER™ professional 
• University of South Florida 1983 Bachelor of Arts, Philosophy-Cum Laude
• United States Marine Corp 1976 to 1980

Professional Licenses and Registrations include:

• Series 7- General Securities Representative
• Series 24- General Securities Principal 
• Series 63- Uniform Securities Agent 
• Life, Health, and Variable Annuity Insurance
• Raymond James Branch Manager

My team manages a select group of clients with a Relationship Built-to-Last. When you become our client, you become part of our extended family. This means caring about what you care about, always looking out for your best interests, and being there for you as you navigate life’s most important decisions.

Wealth Management Philosophy

Our dynamic, holistic wealth management approach is customized to help meet unique financial needs and objectives. We follow a comprehensive 4 step process designed to help determine the optimal approach to managing your assets.

1. Discovery-The process of uncovering our clients’ priorities and goals.
2. Planning-Understanding the financial implications for each goal and constructing a plan to support these goals
3. Strategies-Implementing the wealth strategies that match your goals or life situations
4. Monitoring- Regular review of our clients’ allocation mix and investment performance

Personal Information

My wife, Kecia, and I have 3 children and are members of the following organizations:

• Lifetime Phi Kappa Phi
• DRAW-Drag Racing Association of Women
• USF Alumni Association
• University of Miami Alumni Association
• Boston University Alumni Association

By providing motivational talks about Goal Setting to our local schools, I have been able to give back to the Pinellas community that has given so much to my family. As a former Marine, my team focuses on those character traits that count most: Integrity, loyalty, honor and responsibility.