Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Business Degree from Gordon College in Wenham, Massachusetts - 1986

Interests

Family is the most important aspect of my life. I have three boys, Jason, Jonathan and Justin with ages ranging from 18 to 21. I live with my wife, Ruth, and my youngest son in Tequesta, Florida where I've lived for over 27 years. My hobbies include trap shooting and sporting clays and I've been an active member of the Boy Scouts of America since 2002. I enjoy the outdoors and I am also a big football fan.

Community participation

I've been an active member of the Boy Scouts of America for over 11 years, and currently serve on the committee for the Sportsman's Grand Jamboree and the Sporting Clays Invitational.

Professional associations

  • North Palm Beach Chamber of Commerce