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Owner Profile


For as long as I can remember, I wanted to start my own business because I knew I could help people the way in which I believed they should be helped, which is with trust, integrity and what's right for the customer! That was 30 years ago and I'm proud to say that not only have I achieved my goal, but I have supported and helped hundreds of people financially, with many, many more to go!!!

Early in my years, I realized I had a unique talent. That talent was to help people based on the skill sets that I had acquired over the years. This skill set included Accounting, Bookkeeping, Financial Planning and Tax Preparation. The thought process was very simple, at least to me, I could not only prepare the taxes for individuals, but also guide them thru the financial difficulties of their life (buying a car, getting married, buying a house, selling a house, or financing college). For businesses, I could setup their books, define a customized bookkeeping process, guide them as a business advisor and eventually prepare their business taxes as their tax advisor.

It was in 2012 that I obtained all the necessary securities & insurance licenses that  would allow me to not only manage peoples investments, but also to guide them from an investment advisory point of view. As with any Investment Representative, aka financial advisor, you need a Broker Dealer. I was very fortunate to find Voya Financial Advisors. Through Voya Financial Advisors, I'm able to support my clients based on hundreds of investment options and assist them in selecting the investment and insurance products that are most appropriate for them. The support provided by my former H.D. Vest Investment Servicesâ„  also allowed me to seamlessly integrate Financial Services into my practice. From my perspective, there are many ways that I am now able to assist my clients that pertains to their financial situation, which is what I have always wanted for my clients.

As a husband, and father of two beautiful daughters, I know firsthand what it means to survive financially in a very difficult economically changing environment. As a business owner myself I'm faced with the same challenges that every other owner faces. I actually consider myself very fortunate that I'm able to continually obtain so much valuable information that not only helps us, but is continually provided to my clients allowing them to work toward the same success. We continually strive to strengthen our business foundation to better serve our clients. We will continue to evolve as a business until we feel we've provided the best services possible to as many people as we can touch. I treat everyone of my clients as if they were my family, which is what I believe separates us from the rest.