As an LPL Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help.
Before entering the financial services industry, I graduated from The University of Florida with a degree in Economics. After College, I served our country in the United States Navy. Now, an independent Financial Advisor with LPL, I take pride in working for a firm that puts you first.
My mission is to provide every client with targeted, comprehensive financial planning, advice, and portfolio management – delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement within our local community. I am active with the Tarpon Springs FC, the Tarpon Springs Little League, St. Nicholas Cathedral, and the TSHS Culinary Program.
Away from the office, I enjoy playing sports, reading, and traveling. My wife and I live in Tarpon Springs with our 3 children.
Making sure that your wealth continues to work in support of the goals that you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies that I use to stay on course toward meeting your objectives. That is why I work with you, one-on-one, to design investment strategies that target your specific needs and goals. Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit without jeopardizing the company’s bottom line, I can help you navigate the complex choices available to you.
TWM, Inc. offers more than just knowledge and insight – we offer an objective and holistic approach that provides and monitors ongoing financial solutions for all aspects of our clients’ lives, up to and throughout retirement.