As the Managing Partner of Coastal Wealth, I oversee a cadre of talented and diverse financial professionals who provide our local business, institutional and individual clients with holistic financial advice and solutions. Leveraging more than 16 years of experience in the industry, my goal is to develop and maintain a professional culture, a focus on high ethical standards, and life-long client relationships. With more than 175 advisors located throughout coastal Florida, I’m proud to provide an advice based and consistent service model to help our clients reach their goals.
Prior to joining MassMutual, I spent nearly 15 years at Ameriprise Financial, where my greatest accomplishments include winning awards for financial advice. I am proud to have built and maintained a very successful financial services practice of my own in Philadelphia before assuming management responsibilities in Boston. I went on to oversee many businesses for Ameriprise, but my last role at the firm was Regional Vice President of the Southwest. As the Regional VP role, I was responsible for overseeing the advisory business for California, Arizona and Nevada.
Over the course of my career I have received multiple awards for superior client service and leadership, including the coveted Diamond Ring award, recognizing more than 13 continuous years of top achievement. Also, I was nominated 11 years in a row for the Outstanding Leader Award, which I also won multiple times prior to MassMutual.
I hold the CRPC® designation (chartered retirement planning consultant) which educated me on my passion for helping people plan their accumulation and distribution phases of retirement. I am active with SCORE in Broward County, where I help entrepreneurs start, develop, and grow their businesses.
Fort Lauderdale is home for me with my daughter, Kayla and wife, Maureen. We enjoy the beach lifestyle spending our down time boating or in the water.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies