With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with individuals, families and businesses to provide integrated wealth management and planning services, with integrity I provide objective advice with a strong attention to detail and unwavering
concern for the well-being of my clients. I earned my undergraduate degree from Marywood University; I also have earned the Accredited Asset Management Specialist®, Accredited Wealth Management Advisor®, Accredited Domestic Partnership®, and Chartered Retirement Planning Counselor ® designations from the College for Financial Planning in Denver. Giving back to the community is important to me I’m proud to serve on the various non-profits boards and committees. My wife Lorrie and I have 3 Children and we reside in Naples, where we are active in our kid’s schools and activities.
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