Our entire practice, along with advanced technology, supports our office so we can ensure you receive current and comprehensive guidance.
As a financial advisor, I believe in an established holistic approach that begins by understanding what is most important to you and clarifying both your expectations and goals before investing any money.
I provide comprehensive wealth strategies that involve more than just investment guidance. I address the entire scope of your financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family. I believe in a team approach and welcome the opportunity to partner with your attorney, accountant and other trusted professionals to leverage everyone's expertise. Working together, we can help you strive for your financial goals.
I was born and raised in Pittsburgh, PA and made my way to Florida by way of Ohio. Here is where I met my best friend, wife and partner in life, Mari. We have been together for over 20 years and we have three fantastic children: Jackson, James and Liliana. Jackson is an amazing big brother and the twins light up any room they enter. We enjoy skiing, scuba diving, traveling and spending time with family.
Within the financial industry, I hold my Uniform Combined State Law Examination and Series 7 registrations, State Insurance License, and have attained the Chartered Retirement Plans Specialist (CRPS®) designation from The College for Financial Planning.
As a branch team, our goal is to provide your family an outstanding experience that results in a lifetime relationship with us and a multi-generational, family-wealth experience.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.