Advisor profile


My approach

Regardless of any previous experience you may have had with a financial advisor, as with any other profession, not all advisors are the same.

I believe my approach is significantly different than most advisors in the following ways:

1. We discuss your goals and dreams, and strategies that may help you accomplish them. Success is measured against your personal goals not an arbitrary stock market index.

2. I work with a limited number of clients and proactively help them manage their investments using strategies tailored to each client’s goals, objectives, time horizon and risk tolerance.

3. I am transparent in regards to the fees I charge and the investments I recommend. It is important to me to articulate this information so clients can determine if they are receiving value they expect for the fees they are paying.

If you don't feel you have a clear understanding of how you are going to reach your goals, or whether your current investments will help you get there, I am happy to provide you with a second opinion at no charge or obligation.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Christian Financial Strategies
27
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • United States Naval Academy, Annapolis, MD, B.S. Economics
  • University of Baltimore, Baltimore, MD, MBA

Interests

  • I enjoy travel. My wife and I spend 8 days each Summer helping at a boy's orphanage in Bolivia.
  • Writing both financial articles and fictional novels is a passion. Two of my youth fantasy novels have been published, as well as a financial book.
  • Having played football for Navy, I am an avid college football fan and try to get to at least one game a year.
  • As a new boat owner, my wife and I are looking forward to exploring the large lakes in the area and the local restaurants we can tie up to for lunch/dinner.

Community participation

  • Member at First Baptist Umatilla.
  • President of Character-4-Kids, Inc. A non-profit to provide books of good moral character to inner city after school reading programs, children's hospitals, and foster children.
  • Florida Citrus Sports - Cheez-It Bowl & Citrus Bowl Scout Committee Orlando
  • Member of the Central Florida U.S. Naval Academy Alumni Association Orlando

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2015

Professional associations

  • Financial Planning Association
  • National Association of Divorce Professionals (NADP)

Previous experience

  • United States Navy, Lieutenant, 1988-1993, 5