With more than two decades in financial services, I am dedicated to showing clients what is possible – whether it’s properly structuring your retirement plan, creating your college funding strategy, or establishing a customized exit plan from your business.

Expertise in College Funding and Retirement Planning

Since 2002, I have specialized in college planning, teaching workshops on how to optimize college funding strategies, focusing on how best to position your finances to secure the highest financial aid grants available. I have worked with countless families to develop a game plan that focuses on minimizing taxes and reducing college expenses, while taking full advantage of financial aid.

Of course, a sound financial strategy addresses both short-term objectives and longer-term goals, like retirement planning strategies. That’s why I take a holistic approach to strategies, gaining a genuine understanding of my clients' goals, values, and concerns to create tailored strategies that align with their unique circumstances.

Background and Experience

My prior financial positions provided the ideal training for a career in retirement planning strategies. With over ten years as a stock analyst and seven years in the mortgage industry, I have developed a deep understanding of financial markets and investment strategies. Additionally, my experience as a business owner taught me valuable lessons about risk management and creative problem-solving, which I apply to help clients pursue their dreams without taking on unnecessary risks.

Thriving at Thoroughbred

Thoroughbred Advisors offers a wealth of knowledge and experience, with professionals in retirement analysis and programs, estate strategies, employee benefits, business continuation strategies, and trust services. Our collaborative team approach allows me to tap into these resources and provide clients with comprehensive financial solutions. I am proud to be part of this team and hope to continue growing with them.

Balancing Life's Demands

Outside of work, I enjoy walking on the beach and dancing with my wife, skiing, golfing, traveling, visiting museums, and reading non-fiction books. These activities help me maintain a healthy work-life balance and stay rejuvenated, allowing me to provide the best service to my clients.