I'm a financial professional hailing from Naples, FL, where I've spent my entire life. With a passion for guiding clients through their financial journeys, I've assisted numerous individuals in achieving their goals safely. My expertise stems not only from my education at Indiana University of Pennsylvania, where I studied accounting and financial practices, but also from years of hands-on experience and a commitment to continuous learning.Specializing in Federal and Government employee benefits and retirement, alongside private employee assistance, I've honed my skills in various areas, including Social Security, Pension, Medicare, IRA’s (Roth and Traditional), 401(k), 403(b), life insurance planning, and long-term care. Dedicated to providing personalized solutions, I educate my clients on their retirement and financial situations to help them achieve their objectives.Beyond the office, you'll find me pursuing my passions for exercise, reading, and writing. Family is at the core of my life, with my wife Neesha and sons, Hayden and Parker, being my biggest motivators. Currently, I'm training for another triathlon, aiming to conquer a Full Ironman by January 2025. The dedication I bring to my personal pursuits mirrors the commitment I have to my career and clients.With a reputation for being one of the best in my field, I prioritize my clients' interests above all else, going the extra mile to ensure they attain the results they seek. Whether you're approaching retirement, seeking investment advice, or interested in life insurance, I'm your trusted resource. Get in touch today to schedule a meeting and discover how I can assist you on your financial journey.