Originally hailing from the Chicago area, my family and I settled in Tampa in 2002. I have relatives from Sicily that made their home in Tampa in the late 1800's. 

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In my early 20's, I worked part-time in an Italian restaurant. I had a regular patron nicknamed, "Splash" who happened to be an under cover narcotics detective. One evening he asked me if I was putting away money for the future. I looked at him intently, realizing, up to this point I had never even considered it. I replied with a simple, "No," Splash handed me a colorful flyer (remember those?) promoting an educational seminar on retirement planning. I attended.

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The seminar was led by a gentlemen name Harry Scroggins. Mr. Scroggins kindly took on my business with nothing in hand and only a modest contribution to start.

I still have the account and converted it to a Roth IRA many years ago. I'm so grateful for Splash and Harry for setting me on the path to financial security. 

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Whether you're at the beginning of your career, nearing retirement, or already enjoying it, I can help you explore options to protect your retirement savings from potential losses. If you recently changed careers, I can help you transfer your 401K to an IRA, its a simple process.   

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I have a strategic partnership with Cirrus Capital Management, registered investment advisors and we will analyze your portfolio together. I have known the founders of Cirrus for over 20 years. I'm also their client. I believe diversification is key. My team and the team at Cirrus Capital work in tandem to analyze and recommend options to safe-guard your retirement and investment accounts.​

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