In my 27 years of experience in the financial services industry, I have had the privilege of working with business owners, professionals and high net worth families to build custom solutions for creating, managing, and protecting wealth. Joining National in 2007 as an independent financial professional, has allowed me to create these solutions with only the best interest of my clients in mind. I believe in complete fee transparency and effective communication with my clients as we collaborate on reaching all of their goals and objectives.
I began my wealth and asset management practice in 1992, gaining broad experience by working with several national brokerage firms and more focused regional firms. With these firms, I worked with a broad spectrum of individuals, and institutional and corporate clients. This allowed me to develop expertise in retirement planning, estate, trust planning, and tax planning. Joining National, was a vital step as I had grown to understand that complete independence, with no proprietary interest, best serves my clients. I regularly consult with some of the financial services industry’s top collaborative institutional money managers, to tailor specific solutions that best serve the interests of my clients. National’s robust investment banking and products division gives my clients access to unique solutions and opportunities, alternative investments and, when qualified, select private investments.
I moved from New York about 25 years ago and currently reside in Boynton Beach with my loving and supportive wife of 15 years, Nicole, and our three amazing boys Jaiden, Dylan and Ryder.