Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Miami University
  • Bachelor of Science in Business, Finance
  • 1994

Interests

Married Karuna in September 1999

Sons, Neal born in 2004 and Krish born in 2005

Have lived in Fort Myers since 1996

Enjoy coaching my kids' sports teams

Playing Golf and watching Football

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016