About My Practice
With more than 12 years of investment and financial planning experience, I guide my clients carefully through the uncertain financial waters of today providing the advice they need to confidently build a more stable financial future.
I work collaboratively with my clients to assess their financial situation, goals, objectives and risk tolerance. With that information I help them build an appropriate investment plan to obtain measurable results. Other areas of expertise include estate strategies, wealth preservation, risk management, wealth transfer, succession planning, philanthropic planning, and 401K/IRA rollover planning. I am a Certified Financial Planner™, which allows me to offer advice on the development and implementation of investment strategies to help my clients meet their immediate and future goals. I follow a disciplined process of assessing my client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. I also consult on risk management, retirement planning, estate planning and other critical financial strategies. I serve on the boards of the Pasco-Hernando Early Learning Coalition, Pasco-Hernando Early Learning Foundation, Leadership Pasco, AMI Kids, and various other organizations. A native of suburban Chicago, I earned a Bachelor’s Degree in Business at Northeastern Illinois University, and my Certified Public Accountant designation from the University of Illinois. In my spare time, I enjoy gourmet cooking. I am a Shriner and a clown in the Shriner Clown Unit (my clown name is "Weebee"). My wife Marcy & I have two children and ten grandchildren.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 26, 31, 66
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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