I am a wealth advisor with Resource Consulting Group and served as chairman of the board for RCG's board of directors in 2021. I joined the firm in September 2002 and earned my CERTIFIED FINANCIAL PLANNER® certification in January 2006. I have over 22 years of experience working with clients on ...more

I am a wealth advisor with Resource Consulting Group and served as chairman of the board for RCG's board of directors in 2021. I joined the firm in September 2002 and earned my CERTIFIED FINANCIAL PLANNER® certification in January 2006. I have over 22 years of experience working with clients on their financial planning and investment management. As a Wealth Advisor, I am involved in the creation, implementation and monitoring of financial plans, as well as the investment management of client portfolios. I bring years of experience and a well-rounded background to the firm. I've held a number of licenses in the areas of securities and insurance. Previous positions include supervisor of financial representatives and auditor of institutional pension plans. In addition, I am a member of the Financial Planning Association and the FPA of Central Florida. I received my Bachelor in Finance with honors from Northeastern Illinois University. I grew up in Chicago and moved to Florida in 1999. I am married and a sports enthusiast. My favorite teams are the Tampa Bay Buccaneers and the Chicago White Sox. Founded in 1988, Resource Consulting Group is a fee-only financial planning and investment advisory practice serving high-net-worth clients in the Central Florida area. Our wealth advisors use disciplined, academic-based investment practices to help you build — and lead — your ideal life. For additional information and disclosures, please visit: https://resourceconsulting.com/less