Bio

What drives me and my passion to serve? My father was a business owner so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and bad. I bring this experience, coupled with 20+ years wealth management experience to every family we serve.

Armed with this insight, my mission is simple: help successful entrepreneurs and business owners who are interested in an exit, or are in the process of exiting a business, understand the relevance of the transaction upon their life and legacy. My team and I work in conjunction with the business owners' M&A team, private equity firm, investment banker, CPA and attorney, to address many of their top concerns:

*Overwhelmed with the number of ways to sell the business
*Confused about the tax impact of the sale
*Worried if they'll have enough

Over the years, I've had the honor to serve dozens of business owners with $1B+ in assets develop a plan for financial security and freedom.

My family and I live in beautiful South Tampa.