I was born in Ohio and grew up helping my grandfather on his farm. The better part of my formative years were in Rhode Island where I attended the University of Rhode Island. I came to Florida in 1992. I have over 25 years providing exceptional customer service. Married for 22 years to my wife Nieves. We have beautiful daughter Nina. In 2002 my daughter was diagnosed with Autism. Since then I strive to be her staunch advocate. This desire to learn the concerns, needs and rights of those families of loved ones with special needs brought me to where I am today. Financial Planning. What happens if I get sick injured or don't make it home? Whether it is a special needs loved one, family legacy or business, financial planning is a key element to having peace of mind.
I provide insurance and investment services for individuals with Medicare, Life Insurance, Long Term Care and Disability Income Protection.
I provide comprehensive financial services for Special Needs, Retirement, Estate and Legacy Planning.
For businesses I provide Tax Favored Strategies, Employee Benefits, Key Man, Transition and Exit Strategies and more...
My consultative approach has produced successful outcomes providing peace of mind and judgment-free support. With experience and expertise, I provide resources and help to guide you to make informed financial decisions for each phase of your life.
For families with a loved one with special needs, I will help to maximize your financial resources to provide a lifetime of financial security for your loved one.
For Medicare we have an Educational and Informative Conversation to determine what is the right choice for your unique situation.
For baby-boomers, I develop wealth accumulation and distribution strategies focused on your unique goals.
For business owners, professionals and entrepreneurs, I provide advice to build and secure wealth and security.
Together, I will help you plan for today and the years to come, by taking the time to clearly understand your goals.
With tireless efforts and exemplary service I pledge work in your be
interests for you and your loved ones.