Serial entrepreneur using creativity and technical skills to launch and build enterprises. Extensive knowledge in wealth management, capital markets and tax minimization strategies. Founder of a registered investment adviser/multi-family office, real estate construction/development firm and ...more

Serial entrepreneur using creativity and technical skills to launch and build enterprises. Extensive knowledge in wealth management, capital markets and tax minimization strategies. Founder of a registered investment adviser/multi-family office, real estate construction/development firm and publishing company. Husband, father, friend and professional steward of clients and friends. Designations and Licenses: FINRA Series 7, Series 66, Series 9, Series 10, Series 23 (Series 24 equivalent), Series 31, and Life, Health and VA license, CFP Designee, Florida State Licensed General Contractor, Student of Life.less