16241 North Florida Avenue,
Director of Growth and Development
I have been in the financial industry for over 20 years. I have worked as an Insurance Agent, Personal Banker, Bank Manager, and Financial Advisor. Now, I dedicate myself to training and mentoring others in the financial industry, from the newly licensed to veterans in their field. I work with our team to ensure they are helping our clients with the finest knowledge, advice, morals, and values they expect from West Coast Financial. My mission is for all our clients to feel confident in their financial goals through a strong relationship with their Financial Advisor and the solid financial plan they create together.
I am originally from Long Island, NY. In 1999, my wife, Erin, and I were on our honeymoon in Orlando when I accepted a position to relocate to The Tampa Bay Area. Since then, we have embraced the Sunshine and made Florida our home. We have lived in Lutz since 2000 and have no plans to live anywhere else. We are fortunate to have two beautiful daughters and enjoy many activities as a family, including camping, theme parks, and spending time with friends.