I find great fulfillment in helping people with their financial lives. My focus is on managing assets for retirement and facilitating the transfer of wealth. One of the aspects I truly love about my work is the relationships I form with the people I have the privilege of serving. I take pride in having extensive knowledge of their unique situations and being highly responsive to their needs.
I started my journey in the financial industry back in 1986. After a couple of years, I decided to venture out and start my own business. However, in 2010, I returned to the financial services field, joining Merrill Lynch. Eventually, in 2020, I made the decision to become an independent advisor.
Currently, I reside in Lakeland, FL, where I've been happily married to my wife Kim for 33 years. When I'm not working, you can find me pursuing my hobbies, which include riding my dirt bike, playing golf, and scuba diving. My passion for riding began in Martinsville, IN, where I grew up racing motocross at a local level before taking my skills to a national level. With 57 years of competitive riding experience under my belt, as well as a love for playing golf, these activities bring me joy and relaxation.