I had a wonderful 28-year career in the high technology industry starting out in electronics, then becoming a software engineer, and later a technical manager leading software development teams. Although I thoroughly enjoyed my previous career, personal financial planning and investing have also been my hobbies and passion for over 25 years, and I felt drawn to turning this passion into a career where I can help people achieve their personal and financial goals.
I started investing and planning for the future when I signed up for my employer’s 401(k) plan when I was 24 years old. Ever since then, I have been learning about investing and personal financial planning because I found it enjoyable and fun, but also because I wanted to have more choices in my life as I got older. To me money is not about getting more of it just so you can increase your lifestyle and buy more things but rather, it is about giving you more choices in life so that you can reach the goals and dreams you have for your family, your business, and yourself, and ultimately have peace of mind and security.
When my parents became ill in 2011, they asked me to help them with their investments and other financial affairs. At that time, I was on a sabbatical from my previous career evaluating what I wanted to do next. That experience with my parents became the catalyst for me to focus on becoming a professional financial planner and advisor so I can help other people reach their personal and financial goals, and be there to help them through life’s transitions.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA-Registered Financial Advisor, and an IRS Enrolled Agent (EA). An enrolled agent is a federally authorized tax practitioner who has technical expertise in the field of taxation. As an EA, I have been admitted to practice before the Internal Revenue Service.
I earned my Certificate in Financial Planning from the University of Georgia Terry College of Business. I also hold an Associate Degree in Electronics Engineering and a Bachelor of Science Degree in Computer Science.
I am a member of the following organizations:
Parkland Chamber of Commerce – Trustee Member; former Board Member and Secretary
Alliance of Comprehensive Planners (ACP) – Certified Member; Chair of the Student Membership Committee
Financial Planning Association (FPA) – Member; Started the 2ndActGen community on FPA Connect, a forum where career changers can share their experiences and seek help and support that is unique to them
National Association of Personal Financial Advisors (NAPFA) – NAPFA-Registered Financial Advisor
National Association of Enrolled Agents (NAEA) – Member
Florida Society of Enrolled Agents (FSEA) – Member
National Association of Tax Professionals (NATP) – Member
BetterInvesting – Member
When I am not working, I enjoy the outdoor lifestyle of South Florida, spending time at the beach enjoying sunsets with my wife, bicycle riding, walking our dog Lily, and I love to cook and try out new recipes while enjoying a glass of wine.