16241 North Florida Avenue
I was born and raised in Tampa with two brothers and loving parents. Following high school, I joined the U.S. Navy and served four years on the west coast traveling the Pacific and far east. Afterward, I became a firefighter/paramedic with Tampa Fire Rescue and served the citizens of Tampa for thirty years. I became a Financial Advisor shortly before retiring because I wanted to continue to help others while staying connected to the people and career I loved. I live in Lutz with my beautiful wife Tammy and have an adult son (Shane). We enjoy traveling, vacations at the beach, cooking, and enjoying good food and times with family and friends.
I specialize in helping City of Tampa Firefighters & Police Officers (and their families) with their employer benefits and retirement planning.
As a retiree, I have the same pension, deferred compensation, and health benefits as my clients and stay updated with pension meetings and changes. I also serve as a Trustee on the Tampa Firefighters & Police Officers Employees Health Plan.
If you are currently working for the City of Tampa Fire or Police, I invite you to reach out to me with any questions.
I enjoy helping others improve their lives by making better financial decisions and saving more for their retirement. Since everyone’s situation and stage of life is different, I like to meet first and listen to what is important and what they hope to accomplish. I typically help my clients with the following:
· Customized Retirement Counseling
· DROP Planning & IRA Rollovers
· 457(b) savings plan reviews
· Roth IRA's & Traditional IRA's
· Tax-Managed Investment Accounts
· Small Business plans - Solo(k), SEP, and SIMPLE
· Life Insurance
· Educational 529 savings plans
· ABLE plans for special needs
My consultations are complimentary. If you are a current or retired member of the City of Tampa Fire Rescue or Police Department and have questions about your finances, benefits, or DROP, contact me. I am happy to talk with you at any time.
If you are seeking more assistance, I’m currently taking on clients seeking a long-term working relationship with at least $100,000 in investable assets.