Since beginning my career in 1999 as a municipal bonds specialist at JB Hanauer & Co., my mission has been to provide clients a dependable, ongoing retirement income. After JBH was acquired by RBC Wealth Management in 2007, I expanded my practice to include discretionary advisory services with a focus on dividend equities and comprehensive wealth management. I graduated from the University of Flor
ida in 1998 with a Bachelor of Science in Business Administration. Continuing my education, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and Certified Private Wealth Advisor® designation in 2020. A bay area resident for over 40 years, I live in Tampa with my wife Rene`, our son, and twin daughters. Rene` is the founder and owner of a boutique in Tampa's Hyde Park Village. We are active volunteers for the Humane Society of Tampa Bay, where I serve on planned giving council. I am also a member of the Tampa Bay Estate Planning Council. Away from the office I enjoy traveling with family and friends, reading, fishing, and Gators football. This information is intended for use by residents of CA, CO, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, TX, and WA only.
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