About Me

Personal Attention

I live in Vero Beach, Florida with my wife of 30 years and two rescue dogs Kobe and Rari.  I have three children; 25, 23, and 20 who I have helped navigate college and their early careers.

​

I became a financial planner because I realize now how impactful a knowledgeable expert can be on your financial future. I want to help everyone feel more confident about financial decisions regardless of where you are on your journey.

​

I am a fiduciary that provides one on one attention with flat fees and no commissions.  You keep ownership of your money and can trust that all my advice is in your best interest.

​

I have over 35 years of technology and data-driven business experience working for private and public companies of all sizes.  I have purchased, sold and started multiple businesses including LLCs, S-Corps and Sole Proprietorships.