WEALTH GUIDANCE FOR RETIREES

Integrated Tax & Financial Planning Built on Decades of Trust

Why Choose Us:

• 37+ Years of Expertise
• Fiduciary Guidance
• Limited Clientele for Direct
• Personalized Access 
• Tailored for Your Freedom in Retirement

Discover Exclusive Access to Proven Expertise

With over 37 years as a Financial Advisor since 1989—including decades at the Vice President level at the nation's largest banks and brokerage firms—I'm dedicated to fiduciary-driven planning that puts your interests first. Holding an MBA in Finance and Accredited Investment Fiduciary (AIF®) designation, I offer discreet, life-centered wealth management with seamless tax integration tailored to your retirement stage.

Is It Time for a Better Fit? 

Call to schedule a no obligation meeting to explore if my boutique approach outperforms your current advisor. Let's discuss your vision over coffee or a meeting.

239-768-0841

10471 Six Mile Cypress Parkway, Suite 400-3 Fort Myers,  FL 33966 

Located in South Fort Myers between Daniels & Colonial, just across from Heritage Palms Country Club in the Green Office/Lennar Complex