Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA Bachelor of Arts, Education, Michigan State University, E. Lansing, Michigan

Awards & recognition

  • Five Star Wealth Manager, 2012- 2023

Community participation

  • Supporter of Pines of Sarasota
  • Past President of Kiwanis Club of Sarasota
  • Volunteer for Habitat for Humanity
  • Volunteer for All Faiths Food Bank
  • Supporter of Tidwell Hospice
  • Supporter of Community Foundation of Sarasota

Interests

  • If you love to fish, come fish the flats with me on my boat, the "Snappy Snooker."
  • Nicky, my wife, a Canadian born naturalized U.S. citizen, lost her fight with lung cancer in March of 2012.
  • Our daughter, Jessica, stays home and helps take care of the house and our six cats. We enjoy watching movies together.
  • Jonathan, our son has recently completed his MBA degree at USF. He and I enjoy racquetball at the YMCA.
  • I grew up in Flint, Michigan with five brothers and five sisters. I spent five years in California before moving here to Sarasota.
  • My mother lives with one of my sisters in Arcadia, Florida.