I live in Tampa, Florida with my wife, Raquel, and my four sons. Since 2003, I’ve worked in several different financial services areas, gaining unique perspectives in each role. In 2007, I became a CERTIFIED FINANCIAL PLANNER ™ professional and began to focus on helping families create their unique version of life planning.
If I’m not at work, you will likely find me on Lake Carroll with family and friends or coaching my sons to live up to their soccer-inspired names. I have served on the board for several non-profits and charter schools, and currently am the US Director for Sowing for Eternity, a 501c organization serving in the Dominican Republic.
Each day we strive to live out our mission of bringing crafted financial insight for balanced family life.
Specialties: Life Planning, Retirement Distribution Planning, Tax Efficient Investing
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Life brings changes (I’m holding two great examples of the unexpected). Some we plan for and some we can’t. Let us help you work through these transitions and give you a fresh perspective on what’s possible.