I am a fiduciary investor and planner located in Florida, with over 35 years of experience and serving clients across the United States.
Today, I provide personalized strategies with an emphasis on conservative long-term planning and investment solutions for high-net-worth families. I place a strong emphasis on personal connections and building trust, and ensure my clients remain current on their goals, assets, expenses, and any evolving personal circumstances that may impact long-term plans.
I specialize in comprehensive wealth management, legacy planning, retirement planning, life insurance, and long-term care insurance.