Guiding You to Preserve, Invest & Enjoy Your Wealth | CFP® | Retirement Planning & Financial Strategies That Work.

As a seasoned Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I help individuals, families, and small business owners build and seek to protect long-term wealth with strategies rooted in clarity, purpose, and results.

With over four decades of experience, I specialize in aligning investment portfolios with your unique goals, risk tolerance, and timeline—while also identifying smart, alternative strategies to help safeguard what you’ve worked so hard to build. Whether you’re navigating retirement planning, business growth, or multigenerational wealth transfer, my mission is simple: to empower you to make informed decisions with confidence and meaning.

Financial planning isn’t just about numbers—it’s about people, priorities, and creating a future that reflects what matters most. I take pride in forming real relationships with my clients, guiding them through complex financial landscapes with integrity, insight, and a steady hand.

When I’m not crafting wealth strategies, you’ll likely find me enjoying the great outdoors or spending quality time with my wife, Lisa, in beautiful Jupiter, Florida.

Let’s connect—because your financial future deserves a trusted partner who gets it.