As a Managing Partner and Chief Compliance Officer at Premier Private Wealth Management, I oversee compliance and operations, manage portfolios, and provide top-notch service to our clients. My primary focus is to offer integrated financial, tax, and investment strategies, retirement planning, insurance planning, and estate conservation advice. I utilize a comprehensive approach to financial planning and operate as a fiduciary to all my clients, ensuring their best interests are always my top priority.
I specialize in business and tax planning, drawing from my own experiences as a business owner. I understand the unique challenges that business owners face and leverage my knowledge to help them grow and retain more of their hard-earned money. With over 15 years in the financial services industry, I bring a wealth of experience and expertise to the table.
Before my career in financial services, I served as a police officer in York County, PA, and as an infantryman in the US Army. My educational background includes an associate's degree in criminal justice, and I hold Series 7, 63, 65, 24 & Life & Health Insurance licenses. I am also currently working on my BA in Business with an undergraduate focus in Financial Planning.
I am deeply motivated by the opportunity to help and protect people. I firmly believe that everyone needs a financial coach, and I take great pleasure in watching my clients utilize the advice I provide to achieve their goals. Helping others become successful and happy is what I enjoy most about my job. Honesty, integrity, and loyalty are the core values I bring to my clients. I work tirelessly to ensure their financial well-being and do everything in my power to protect them.
Originally from Columbia, PA, I now reside in New Port Richey, FL. I have a daughter and five wonderful grandchildren. As a U.S. Army veteran and former law enforcement officer, I continue to serve my community in various capacities. I am a former President of the Rotary Club of Palm Harbor and a former Board Member of the Greater Palm Harbor Area Chamber of Commerce. I am an active member of TheChapel church, the Masonic Lodge, VFW, American Legion, AMVETS, ELKS, and the NRA. In my free time, I have a passion for the outdoors, especially hunting and fishing—primarily offshore deep-sea fishing and archery hunting. I also play third base for the Tampa Tribe, an amateur men's baseball team, and have been dedicated to CrossFit for 13 years. I love exploring new things and am always up for spontaneous adventures.