Born and raised in the great (and oft misrepresented) state of New Jersey, my childhood was fairly typical. I went to public school, played sports, and still have the same five best friends. The exception being that I spent nine years (ages 9 to 18) working as an actor on Guiding Light (CBS), so most of my younger days were spent with one foot in NJ and one foot in NYC. In 1999, I left to attend Boston College and graduated in 2003.
My career path found its way into the financial industry in 2008 (great timing!) and I soon discovered that the industry was better at confusing people than it was at educating them. It also became clear to me that a new retirement paradigm had emerged. The 401k has all but replaced the traditional pension and social security is not quite as secure as it once was. Perhaps the biggest problem is that the financial industry has not done an adequate job in teaching people how to navigate this new paradigm. My mission is to make your retirement journey as simple as possible. Using visual tools and proprietary software, my clients are able to make decisions more confidently because they know what they are doing and why.
When I'm not working, you will likely find me chasing my kids and dog, or trying to get my wife to decide what she wants for dinner. Fascinated with technology, obsessed with film and music, and crazy about sports, I'm a true nerd/artist/jock. I have gladly called Tampa, FL my home since 2007.
My career path found its way into the financial industry in 2008 (great timing!) and I soon discovered that the industry was better at confusing people than it was at educating them. It also became clear to me that a new retirement paradigm had emerged. The 401k has all but replaced the traditional pension and social security is not quite as secure as it once was. Perhaps the biggest problem is that the financial industry has not done an adequate job in teaching people how to navigate this new paradigm. My mission is to make your retirement journey as simple as possible. Using visual tools and proprietary software, my clients are able to make decisions more confidently because they know what they are doing and why.
When I'm not working, you will likely find me chasing my kids and dog, or trying to get my wife to decide what she wants for dinner. Fascinated with technology, obsessed with film and music, and crazy about sports, I'm a true nerd/artist/jock. I have gladly called Tampa, FL my home since 2007.