Bio

I graduated from Florida Institute of Technology with a BS and MBA in Business. I worked in management at Harris Corporation for 14 years before making an industry change and becoming a Financial Advisor with Merrill Lynch. I was an Advisor there for 7 years, for 10 years at Smith Barney and recently retired after 14 years with Wells Fargo Advisors. My team and I focused on Retirement and Estate Planning. We helped individuals and couples create and execute plans to accumulate wealth through saving and investing. We also helped them by structuring the investments to provide life long income to complement other income sources during retirement. We reviewed their Estate Planning desires and advised our clients with appropriate asset titles and products to meet their desires. My client base was about 150 clients with about $100 million in assets.

Away from the Office

I am active in several community organizations including Health First and Florida Institute of Technology. I am active in my church, Calvary Chapel of Melbourne. My hobbies include watching action movies, ballroom dancing, eating at great restaurants, listening to jazz music, walking in the neighborhood and traveling the United States and abroad with family and friends.

Family

My wife, Katie, retired from a career of acting and modeling. Now she enjoys decorating and counseling. My daughter, Dana, is VP of Value Based Care with Health First. She lives in Viera with her husband Aaron and son Anderson. My son, Jason, is a Financial Advisor with Wells Fargo Advisors. We were in partnership prior to my retirement. He is now the sole proprietor of the practice.