Originally from Rochester, New York, I have been in the financial services industry for over 40 years. In New York, I recruited independent CPA firms wanting to help clients build and protect their assets. In 1991, I moved to Florida and started Capital Concepts, managing the financial needs of clients, many of whom were executives from Space Coast companies. My loving wife Suzanne and I are blessed with a blended family of two daughters, three sons, and ten grandchildren, as well as a large extended family and a wonderful church family that we love being with.
I surround myself with specialists who provide an extensive knowledge of the markets, the economy, social security, tax law changes, and government regulations. This collaboration allows me to stay ahead of the game, on top of current events, and provide my clients with insurance expertise to best suit their needs and that of their families.