For today's busy C-Suite executive Equity Awards, e.g. NQSO's, ISO's, RSU's, RSA's and Stock Units can be confusing and difficult to understand. Each is unique and when combined with your other assets can be a material part of your overall net worth.
I work closely with C-Suite executives mostly in the tech space who are invested in growing their net worth through innovative business strategies. I've always been intrigued with disruptors and those who place high value in having an experienced financial advisor alongside them to help navigate their journey.
Only through comprehensive planning to include our Equity Award Analysis and Goals Planning System can you feel comfortable that you've thought through the complexities and are appropriately informed to make better and more timely decisions.
I graduated from the University of Dayton (Go Flyers!) and immediately entered the investment management industry. In 1991 we to Orlando FL from New York City, where I worked on Wall Street with the Family Office team of a major Wall Street bank.
We have four children and five grandchildren. In my free time, I enjoy spending time with family, hunting, fishing, boating and time in the gym.
Services Include
- Executive Financial Services
- Executive Benefit Services
- Business Planning
- Business Succession Planning
- Alternative Investments
- 529 Plans
- Cash Management and Lending ProductsFootnote7
- Estate Planning Strategies
- Financial Planning
- Life Insurance
- Professional Portfolio Management
- Retirement Planning
- Trust Accounts
- Wealth Planning
- Wealth Management
Securities Agent: OH, WI, NJ, TX, CA, VA, TN, NC, FL, CO, MA, PA, NY, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 953236