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You Want to Make a Difference

Let's create a financial bridge to legacy transfer that impacts your world.

Legacy Planning

Generational Wealth Strategies

Retirement Wellness

When I am not serving my clients...

When I am not serving my clients...

I enjoy spending time with my beautiful wife who somehow puts up with me and my business. I also greatly enjoy growing my interests whether it is finance or music. I love playing guitar after a long day, everything from classic rock to country to heavy metal. I also enjoy spending time with my dog, Max, who has been by my side almost every step of the way in this journey.  

I also volunteer my time serving on various boards including the Cocoa Beach Regional Chamber (past) and Early Learning Coalition (current).

Free Resources for Every Phase of Your Financial Life

My great passion and joy is to help families achieve financial freedom, build wealth and leave a legacy that lasts throughout generations. I recall reading a statistic that 70% of all wealth is lost after the first generation. While due to many factors, one big one is the next generation not realizing what it took to achieve that, but also not knowing what to do with it when they do get it.

Accumulation

How to grow

Distribution/Retirement

How to protect

My Approach to Financial Planning

Why Choose a Certified Financial Planner?

Today’s financial landscape consists of diverse moving parts with ever-changing regulations and rules. When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client.

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