All my life, I have been a planner with a spreadsheet for practically everything. For anyone that would listen to me long enough, I’d make one for them too—and really just because I liked doing it. Little did I know I’d make a career out of it one day. But here we are.
I am dedicated to eliminating the financial stressors of my clients. Planning and investing can be daunting, hard to manage, and perhaps most significantly—time-consuming. I take great pride in alleviating these pressures, giving you financial clarity, and making sure that your financial lives are on cruise control.
I was born in New York City and moved to Maryland when I was a young kid. I’m a big NY sports fan (Knicks, Yankees, and Giants). My wife, two young kids, and I live in Southwest Cape Coral where I enjoy working with clients all over the country.