I bring more than 25 years of experience in financial advisory and planning, helping clients make confident and well-informed decisions with clarity, discipline, and a long-term perspective. Before entering the financial services industry in 2000, I founded and operated an international shipping company, which gave me a strong entrepreneurial foundation and practical business insight that continues to shape my work with clients.
My approach centers on comprehensive financial planning, with strategies tailored to each client’s full financial picture. My expertise spans investment strategy, tax-aware planning, retirement and goal planning, cash-flow and budgeting guidance, debt and risk management, as well as estate and multigenerational planning. In addition to advising clients, I have served as an adjunct professor teaching financial courses at local community colleges.
On a personal note, I have been married for more than 30 years and am the proud father of three sons who live in various parts of the world. In our free time, my wife and I enjoy traveling to visit our sons and exploring new places across the country and internationally.
I welcome the opportunity to learn about your goals, answer your questions, and help you build a thoughtful plan for the future.