Forty-five years in this business will give you a particular kind of perspective. Mine started in St. Petersburg, Florida, where I grew up as a native Floridian with an early instinct for markets and how they move. What began as curiosity became a career that has spanned business ownership and, ultimately, wealth advisory work with LPL Financial, where I manage retail brokerage investment accounts for a carefully selected group of investors.
The relationships I have built over decades in this industry are the reason I still find the work rewarding. Being the person a client calls when something changes, whether that is a shift in the market or a moment in their personal life that requires a financial rethink, is a role I take seriously. Staying close to a select group of clients is a deliberate choice, and one I stand behind.
My academic foundation is a Bachelor of Arts in Psychology from Florida International University, a background that has served me well in a profession built on listening and understanding people. My registrations include the Series 7, Series 63, Series 65, and Series 66.
Susan and I live in Lake Worth, Florida. Together, we are proud parents of four children, grandparents of seven, and great-grandparents of one. When I step away from the desk, you will find me fishing, traveling, or with a good book in hand.