“I want my clients to know that their money is working as hard for them as they did to attain it.”
I am a Certified Financial Planner and received my Bachelor of Arts degree from LaSalle University in Philadelphia, Pennsylvania.
I started in the financial services business in September of 1983. I was with the same firm in the Philadelphia area from 1983 to the end of 2006! In choosing to relocate to Florida, I joined “MetLife” from January of 2007 to December of 2010. I started my own firm to better serve my clients as their “independent advisor.” Some of my areas of focus include working with retirees to help them achieve peace of mind about risk, retirement income, and estate planning. I also work with corporate executives and professionals who want to make the most of their benefit plans and other assets to reach financial independence. Having been raised in a family business, I have first-hand knowledge and experience with the challenges and issues that closely-held businesses face in this ever-changing financial environment.
My philosophy in working with my clients is to be an advisor, consultant, facilitator, and friend. Reaching my clients’ goals, objectives, and dreams is my number one priority.
I have received numerous awards and am a member of many prestigious organizations including, but not limited to: MDRT “Top of the Table,” MetLife Hall of Fame, New England Flagship Award, New England Masters Qualifier “Masters Legend,” New England President’s Award, MetLife “Chairmen’s Council,” and MetLife “President’s Club” to name a few.
I was born and raised in Philadelphia, Pennsylvania and relocated to Bonita Springs 7 years ago. My wife, Patti and I have two grown children. My one son, Jimmy, lives in the Bonita Springs area and my other son, Jake, lives in the Tampa area. In my free time, I enjoy a round of golf, some family time, and I invest a lot of time in causes close to my heart like the “Naples Equestrian Challenge” and the “Gift of Life International."