I grew up in Crystal River, FL, went to school at the University of Florida and studied Economics. After college I served in the intelligence area of the US Army leaving with the rank of Captain.
In 1972 I began working in a bank in Pensacola, FL. I started as a trainee and worked my way up to the number two officer in the bank. After 12 years in the banking business, I needed a new challenge so I left and became a Certified Financial Planner. I started Money Professionals Group with three partners in 1987.
My partners and I taught classes at colleges on successful money management. About 4,000 people attended our classes in three years. I think we learned more than the students! I co-hosted a radio call-in talk show called "The Money Professionals" for four years.
I have been fortunate to have been quoted in many national publications such as The Wall Street Journal, Business Week, Smart Money and Investment Advisor as well as local newspapers.
HOURLY, FEE ONLY advice enables me to serve all people, no matter how much they have or earn. As your wealth grows, life doesn't get simpler...it gets more complex. You have worked hard for your money, I can help you do more with only as much risk as is required. I am able provide the complete spectrum of financial planning service, from a simple one hour meeting to managing your financial life to help you meet or exceed your financial goals. I do not earn any commissions. I do not sell any financial products.
Because you need to know about who I am. You need to know I am qualified to help YOU! I have worked with people and their money all of my adult life. I know the 'money' business. Whether you need hourly, fee only advice or complete wealth management services...I can help!
