I have been specializing in building and preserving wealth for families and businesses since 1993. My experience in the areas of portfolio management, equity, and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, along with technical and fundamental analysis has allowed me to be the proverbial wealth management ‘quarterback’ for my clients and their financial teams of CPA’s, Attorneys, and Real Estate Professionals.
I live in Ocala, Florida with my wife, Deborah and our two beautiful daughters, Amber and Ashlyn. When I’m not pursuing excellence for my clients, I enjoy spending time with my family, cross fit, cycling and watching football.
