Financial Advisor, Veteran, Free Mason, a Knight of Columbus and a Cancer Survivor
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I have been in financial services for 25 years; I began my career on Wall Street in New York City in 1997. I have been an MDRT agent for many years, I am a published author and have written multiple tax strategies over my career.
I served in the United States Army Reserve for 17 years including multiple deployments.
I am a Free Mason and a Knight of Columbus. I served on the board of the Salvation Army and a local bank.
I was an Investment Banker for two individual Investment Firms and helped fund multiple projects in the United States. I served as the Chief Financial Officer and Compliance Officer for two publicly traded companies and one private equity group.
I have trained over fifty insurance agents and fifty stockbrokers over my career. I currently mange over $220 million dollars of client’s assets.
My interests are now to help families financially protect and secure their future.
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