WHAT DO YOU LOVE MOST ABOUT YOUR WORK?
Every day, every client is different. I embrace the challenge. I enjoy finding the best solution for the situation at hand for our clients. Moreover, it is personally rewarding to know that I did my best for every client I serve.
WHAT MOTIVATED YOU TO BECOME A FINANCIAL PROFESSIONAL?
I have always enjoyed helping individuals whether in athletics, coaching hockey, or professionally with assisting individuals and business owners. Finances have always been a big concern and one that most individuals struggle to understand, so I wanted to bring a consultative approach to this topic and help people fully understand their options and what truly makes the most sense for their situations.
WHAT HAS BEEN YOUR BIGGEST SUCCESS IN THE PAST YEAR?
Coordinating schedules with my wife so we could both work from home with our two children at home (ages 3 and 5 months). Daycare was closed for a number of months, so we had to find a schedule that worked for us both while having the kids at home. It wasn’t easy, but we figured it out and it feels like a huge success!
HOW DO YOU HELP YOUR CUSTOMERS OVERCOME THEIR CHALLENGES?
Often times the clients with whom I work are victims of complacency. Every client I meet garners my full attention. I review your goals, objectives and assets as a fiduciary; acting in good faith, solidifying trust. I don’t make decisions on your behalf but rather provide options so that together we can pick the best strategy based on the facts.
WHAT DID YOU WAKE UP EXCITED ABOUT TODAY?
PIZZA! Always Pizza!
WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME?
I am a young financial advisor with a mature skill set. The opportunities to help individuals and businesses alike are endless. I have the pleasure of seeing the relationships I establish today develop into the future.
HOW CAN I HELP YOU?
My focus is two-fold: employee retirement plans and wealth strategies for businesses and individuals.
I work with employers to create and maintain retirement plans to attract the best talent. I also assist individuals, small business owners and their families, plan and implement estate planning strategies in the areas of protection, accumulation, and distribution of wealth. I find solutions based on a tax-favorable platform utilizing an array of products and services such as: life and disability insurance, investments and long-term care insurance.
Life Insurance • Business Valuation and Continuation • Buy-Sell Funding • Mortgage Protection • Charitable Giving • Deferred Compensation • Executive Bonus • Key Person Protection • Investments • 401(k), SIMPLE IRA and other Qualified Plans
EDUCATION AND LICENSES
- FINRA Series 7 and Series 66
- Certification in Long-Term Care
- University of Southern Florida – Bachelor of Science in Business