16241 North Florida Avenue,
CERTIFIED FINANCIAL PLANNER™ Professional
I am a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst™, and Accredited Investment Fiduciary™ with over 20 years of experience in the financial services industry. I have held various professional roles for some of the largest asset management firms within the financial services industry. I obtained my Bachelor of Arts in Business Administration with a Minor in Mass Communications from the University of Florida in 2002.
I grew up in Dunedin, FL, and now live in Palm Harbor with my wife, Jennifer, and our two boys, Mason and Logan. In my free time, I enjoy traveling, golfing, fishing, and spending time with my family outdoors and at the beach.
Having my entire career built upon servicing and growing the financial and planning needs of both institutions and individuals, it brings me great joy when realizing the success of achieving short, intermediate and long-term goals. I have always enjoyed working with like-minded people who’s motivation is built upon succeeding on the path on which they embark upon. We all know that success is rarely linear and almost always requires adjustments along the way. If you believe that having an experienced and trusted partner working with you to achieve the many financial objectives and goals, then I would be happy to discuss how I may be able to help and guide you along your journey.
I use an individualized approach while partnering with my clients to address their financial objectives while planning for their ongoing financial needs. Understanding my clients’ goals, and those of their family, enables me to provide tailored and specific private money management to them while analyzing their assets through a lens of risk. The guidance I provide my clients is not limited to traditional investable assets and instead is based on their entire net worth with an eye toward both their non-liquid and non-traditional assets.
By utilizing this approach to total net worth, I can model and construct financial planning strategies which allow my clients a higher probability of success over time. My primary focus is to serve as an integral part of achieving my client’s financial objectives. Through my affiliation with West Coast Financial Group and Lincoln Investments, I have a vast array of resources which are leveraged and provide me the ability to assist my clients in the following areas:
· Cash Flow Management
· Risk Management
· Investment Planning
· Tax Planning Strategies
· Retirement Planning
· Estate Planning
· Insurance Planning
If you feel that a genuine partnership built upon establishing and maintaining long-term financial freedom is of value to you and/or your family, please reach out to me set up an initial consultation. I would be happy to discuss how I may be able to guide you towards achieving your overall financial objectives and goals.