My focus & qualifications
Starting my career in 1985 at JBHanauer & Co. (now RBC Wealth Management), I grew from Rookie of the Year to Senior Vice President — Financial Advisor and member of the firm’s Director’s Council by meeting the needs of my clients.
I focus on lifestyle and family needs, helping my clients to enjoy the lifestyles they choose for their retirement and providing a seamless transition of wealth from generation to generation. This is why I receive many referrals to clients within families. There is nothing more gratifying to me than when a client refers me to one of their children. When that happens, I know my clients’ are confident in me and my recommendations and are secure with our relationship. In fact, many of my clients are second and third generation.
I have passed the following exams 7, 8, 63, 65, and hold the Life, Health as well as Annuities licenses. I graduated from the University of South Florida in 1985 with a Bachelor of Arts degree, College of Business Administration. In August of 2005 having satisfied the education, examination, experience and ethics requirements, I earned the professional certification of CERTIFIED FINANCIAL PLANNER™. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP® practitioners to enhance their client relationships and add value toward helping clients achieve their financial objectives.
I have lived in Tampa since 1983. Outside of work, I enjoy spending time with my family. My wife of 30 years, Charlene, is a substitute teacher. We have two wonderful daughters, Samantha and Rebecca. Both girls graduated college with honors and are in professional careers.