Financial and Tax Planner
After graduating from Auburn University with a BS in Finance in 1986, Bert spent the first four years of his career as a financial analyst for a large corporation in Miami. In 1990 he accepted a position with a financial planning firm in Heidelberg, Germany. He spent the decade of the 1990s providing tax and financial planning services for US military personnel out of his office at Ramstein, Germany.
In 1990 he moved to Brevard County and shifted his focus to providing financial planning services to K-12 educators and support staff and higher ed employees in the Florida Retirement System. He is a specialist in FRS issues and DROP as well as tax deferred investing and comprehensive financial planning services. He further specializes in tax preparation and Medicare planning.
When not working with clients, you can usually find Bert somewhere on the waters of Brevard County indulging his passion for all things aquatic.