Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I am a New Englander through and through having moved here from Rhode Island in 2007. I reside in the Westchase community with my girlfriend and our two dogs and enjoy spending most of my free time with friends and Family. If you can't find me there, you will definately find me out on the water. I am an avid recreational offshore fisherman, and often times you can find me fishing and sponsoring the local Kingfish tournaments in the fall and spring where I have had the good fortune of winnig a few times. I also enjoy staying active with in this community getting kids out from behind the TVs and out on the water fishing and learning about the enviornment. I am a big sports fan as well, and am definately partial to my New England teams, however the longer I live here in Florida the harder I find it to not get behind and root for are local teams!
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4211 W. Boy Scout Blvd., Ste 700
Tampa, FL 33607