77 S. Palm Ave
Sarasota, FL 34236
Toll Free: 855-954-8651
My Community Activities
- Manatee County School “Big Bank” Theory, Volunteer
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Sarasota office. I began my financial services career in 2006, and I’m passionate about helping individuals and families achieve their goals through proper planning and investment strategies. As an entrepreneur at heart, I have owned and operated several business including a grocery store, rental property, day spa/restaurant, and limousine service.
Outside of work, I enjoy spending time with my wife, Connie; and our three adult children, Jeff, Carly and Billy. In addition, I like to read, hike, bike, kayak, and play golf. As a native New Yorker, I grew up an avid New York Rangers hockey and Giants football fan — and remarkably I like both the Mets and Yankees baseball teams. I’m also a huge fan of the Tampa Bay Lightning hockey, Buccaneers football, and Rays baseball teams.
Areas of Concentration
- Asset Allocation
- Education Planning
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
- Colgate University, Bachelor of Arts degree in Economics