LPL Financial Advisor in Florida
- Rutgers University, Bachelor’s in History
- Being a father to my 3 teenage sons Liam, Jack and Finn.
- Holding an award from LPL for Outstanding Client Service
- Asset management
- Long term care
- Insurance- specifically life, disability
- Retirement planning
- Series 7 held with LPL Financial
- Series 66 held with LPL Financial
- Series 24 held with LPL Financial
- Life and Health Insurance
“History doesn’t repeat itself, but it often rhymes.” Mark Twain
I developed a fascination for the stock market at a young age while delivering newspapers. This interest continued throughout high school and college, as I carried golf bags for affluent investors at a local country club.
My early enjoyment of the capital markets developed into a passion for helping individuals and families plan for their goals with confidence. I do this by using a holistic wealth management approach. This approach includes Investments, taxes, insurance, and estate planning. Each are important individually but managing them all collectively is one of the most important considerations in pursuing your overall financial success.
A large part of my foundation for financial planning is from studying history at Rutgers University and living abroad in Eastern Europe. My time studying history allows me to look at aspects of the market in a broad context, which can help assess the markets during times of financial strain.
Everyday LPL Research conducts a morning call for LPL advisors. I find this call to be both informational and influential in how I run my daily business. It really sets the mood for how I can best help my clients. By taking part of this call, I can successfully deliver up to date and proactive financial advice to my clients.