Known as the Architect of 2nd Half Wealth, striving to create the best 2nd Half for clients. Attended Virginia Tech and George Washington University and has over 30 years experience helping clients plan for and enjoy their time in retirement.
Passionate about helping clients grow AND protect their wealth and their future.
Takes great pride in monitoring the markets and not being caught off guard when it comes to money matters.
Has 8 grown children who live about the country and two that still live at home and are homeschooled by his beautiful wife, Angela. They enjoy pool time and sand volleyball.
What others are saying -- he leads by example in the office and life; is humble in approach despite carrying CEO & President titles for years; values making decisions in the client’s best interest over making a buck.
Specializes in Retirement, Estate and Social Security Planning as well as business and family succession strategies.
Thrives on adding value above and beyond what’s expected and wants to see his clients have more than enough money to last their retirement.