40+ years as Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Bachelor’s degree from the University of South Florida
Master of Science in Financial Services from American College
FINRA Registrations 7, 63, 65, 24
Florida Insurance License
I am a dedicated CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals and families achieve their financial goals. With over four decades of experience in the financial services industry, I have had the privilege of guiding clients through various market cycles, providing them with personalized strategies to secure their financial futures.
I reside in Lutz, Florida, with my wife, Carla. I enjoy hunting, fishing, kayaking, and boating in my free time. I also actively contribute to the NRA Firearms Institution, providing firearm instruction promoting safety and responsible gun ownership.
Carla and I have three grown children and have been blessed with seven beautiful grandchildren. Faith has always been a cornerstone of our lives. We are actively involved in our local church, Creekside, where we find solace, strength, and a sense of community. Our faith has instilled in us an unwavering commitment to giving back and making a positive impact on the lives of others.
I believe that a successful financial plan goes beyond just numbers; it is about understanding each client's unique aspirations and dreams. At West Coast Financial Group, we are committed to building lasting relationships and delivering personalized strategies that align with our client's objectives.
