MY PROFESSIONAL APPROACH
My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. I will listen, ask questions, and learn what is important to you.
From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. Together, we can develop a financial plan that adjusts and meets your needs and goals as your life changes. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
MY BACKGROUND
I started my financial services career in 1992 in New York and moved to the Boynton Beach area in 2005. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2014 and facilitated the opening of our Boynton Beach, FL office.
Joining with Debra Targett, CFP®, a financial advisor at Benjamin F. Edwards & Co., we formed A.G.E. Wealth Management. Our team is passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.
Outside of work, I like to spend time with my wife, Karen, and son, Ethan. I also enjoy travel, golf and basketball.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Building and Sustainability Strategies
EDUCATION AND CREDENTIALS
- University at Albany-SUNY, Bachelor of Arts degree in Economics, 1992
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, 2007