I am a senior financial planner and CPA specializing in comprehensive financial planning and have more than 25 years of experience helping clients craft thorough, personalized financial plans to assist each of them in reaching their goals. Designing customized planning strategies around the needs of each individual client is a focal point of my practice. I specialize in minimizing income tax liabilities including assisting my clients with tax-efficient distributions from their bank and investment accounts.
In addition, I am an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®, a broker/dealer with a nationwide organization of independent investment advisors.
Prior to working as a financial planner, I was employed in public accounting for 10 years, specializing in individual and corporate tax planning. I am a graduate of the University of Miami and have a master’s degree in accounting from Florida International University. I live in Roanoke, Virginia, with my wife, Lisa, and our two children, Lauren and Emily, and enjoy traveling the world with my family.