77 S. Palm Ave
Sarasota, FL 34236
Toll Free: 855-954-8651
My Community Activities
- Countryside High School, Football Parents Support Organization, Volunteer
- Countryside High School, Student Advisory Council, Board Member
- Espiritu Santo Catholic Church, Member
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 income needs now and during 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 2016 as a financial advisor. I began my financial services career in 1987, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
My wife, Christine, and I live in Clearwater, have four children—Robby, Ryan, Rory and Taylor—and love spending time running between cheerleading competitions, football games and golf tournaments. In addition, I enjoy playing golf and I’m an avid fan of the University of Michigan football, Tampa Bay Rays baseball and Buccaneers football teams.
Areas of Concentration
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
- Chartered Retirement Planning CounselorTM, (CRPC®), 2011
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.