My career in wealth management has taken me through some of the most respected names in private banking, including JPMorgan Private Bank, Bernstein Global Wealth Management, and Bank of New York Mellon Corporation. More than two decades in this industry have shaped how I approach every client conversation: with curiosity, with care, and with a genuine commitment to helping people understand where they stand and where they want to go.
The work that motivates me most is the kind that actually changes how someone thinks about their financial life. Whether that means building a comprehensive plan from scratch, adjusting a strategy after a major life event, or simply helping a client feel more informed and more in control, every conversation carries real weight. That responsibility is something I take seriously.
My academic background includes a BSBA from Duquesne University in Pittsburgh, Pennsylvania, and an MBA from Tampa College. My registrations with LPL Financial include the Series 7 and Series 66, along with Life, Health, and Variable Annuity licenses.
Community has always mattered to me. Over the years, I have been involved with Junior Achievement of South Florida, the Boys and Girls Clubs of Broward County, the Starlight Children's Foundation, and the Tocqueville Society. Receiving the Marti Huizenga "Roll Up Your Sleeves" Award was an honor that reflects a value I try to bring to everything I do: show up and do the work.
My wife, Susan, and I live in Boca Raton with our two sons, Garrett and Tanner.