A Lifelong Pursuit of Clarity in the Face of Uncertainty

Finding the path to sustained financial wellness means making bold decisions in the face of uncertainty. For me, this is a skill I developed by necessity, and it started when I was just six years old.

In 1969, I lost my father to a heart attack. Suddenly, my mother was raising me alone. A month later, she found out she was pregnant with my sister.

Even as a young boy, I remember immediately thinking about our financial future. Would we lose the house? Would she be able to make ends meet? Was she going to be ok?

Luckily, my mother was a fighter. She moved our family to find opportunity, she worked multiple jobs, and she figured out how to keep us safe. Unfortunately, our situation is one many families don’t recover from, especially when they don’t have the financial understanding they need.

Falling in Love With the Work

With my father gone, I was obsessed with helping any way I could. I had a paper route when I was 12 and started my own businesses by the time I was 16, cleaning carpets and washing commercial windows. A few years later, I started a jewelry business and began investing my earnings.

I didn’t realize it at the time, but I was in love with controlling my own destiny.

As I moved forward through college at the University of South Florida, into my early career as a CERTIFIED FINANCIAL PLANNER™ professional, and throughout the next 35 years as an advisor, strategist, and consultant, I have never lost that love.

To this day, I still get excited each time I’m able to contribute toward helping people gain clarity and confidence about their financial future.

Let’s Find Your Path to Abundance Together

If there is one thing I have learned from a life lived trying to identify opportunities and protect wealth, it is that there is always a path forward — and finding that path starts with understanding.

Whether it is about navigating the markets, guidance on short and long-term planning, or simply advice on working through conflicting decisions, I’d love to help you understand your path.

If you would like to discuss how we could work together and the impact I could have on your financial future, please schedule time with me and let’s talk.