As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1999. I help clients succeed by the knowledge and experience I bring to provide generational wealth planning, trust and estate strategies for tax efficiencies and customized credit and liquidity solutions.
I live in Venice, Florida, and serve clients in Sarasota and Venice. I enjoy cycling, traveling and hitting the beach with my wife Stacy and daughters Veda and Raquel. I am also pursuing a CERTIFIED FINANCIAL PLANNER® designation to better serve the clients and teams I works with in private wealth management. I am active in the community serving on the Board of Directors and Investment Advisory Committee of the Cape Coral Community Foundation.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.