I truly enjoy being a resource for my clients. I strive to provide exceptional service to everyone. Some of the services I offer include:
- Individual / family planning for retirement
- Planning for retirement for businesses / business owners
- Wealth strategies
- College planning
I have been married to my magnificent wife, Vanessa, for over 17 years. We have three beautiful children: Marky, Soph
ie and Natalia; all of which keep me very active. I have coached them in basketball, t-ball, track, cross country and martial arts. I enjoy strength training, running and hiking with my wife. I would love the opportunity to help you with your financial goals. It all starts with an initial discovery meeting to find out what is important to you. Then, we tailor a personal strategy to meet your goals. We continue to partner together throughout your life to help ensure you are on track and prepared for the unexpected. Please feel free to contact me anytime to schedule a time to chat.
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