Overview

I have an office in downtown Orlando and live in Mount Dora, FL. I am looking to increase my footprint in Lake County for the next 15 years. 40% of my clients are in 12 other states. Very close relationship with clients and business comes from referrals and client events they bring friends to. I have a low cost managed account business where I use my own momentum strategy to actively manage, passive index ETFs. You can find my book, "The One Thing," on Amazon. Clients are business owners, executives, widows/divorcees and retirees. Specialize in maximizing income in retirement while seeking to minimize risk. I am a graduate of the US Naval Academy, MBA, analytical but also relationship oriented.

Market
Advisor/RIA
Last Activity
within 4 months

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