Qualifications
I have been helping clients achieve their financial goals since 1987. After receiving an MBA and Bachelor of Science degree in Finance from the University of Florida, I began my career as a Financial Advisor with William R. Hough & Co. In 1999, after completing two years of extensive required curriculum, I earned the CERTIFIED FINANCIAL PLANNER designation (CFP®). William R. Hough & Co. merged with RBC Wealth Management in 2004, where I currently serve as a producing Branch Director of the Palm Beach Gardens Office. Most recently, I graduated from RBC Wealth Management's Accredited Wealth Manager program which is accredited by the Estate and Wealth Strategies Institute at Michigan State University. This program is designed to provide financial professionals with training in advanced wealth, estate and charitable planning for the highly affluent.
Personal
I currently live in West Palm Beach with my wife, Resha, our two children, Sheldon and Courtney, along with our two dogs, Calvin and Latte. In my spare time, I enjoy playing golf and tennis.
