Our Team

I have spent several years in the financial services industry on the investment management side helping families with their retirement planning. I have worked for boutique firms as well as large companies like Bank of America/Merrill Lynch and TD Ameritrade. I noticed many families were under insured and not properly saving for the future. I now specialize in helping people protect their assets and growth their wealth in a conservative manner. 

I am originally from New York but currently reside in the Central Florida area with my wife and two children. We love living in the sunshine state and enjoy attending theme parks and going to the beach on the gulf coast. Between running a financial services business and raising children we have fairly busy life but are actively involved in our church. I enjoy helping people and am truly blessed to have a career where I can do that every day. We look forward to seeing how we can help you and your family.