Before founding Gulfstream Financial, I spent nearly two decades in the financial services industry. I have seen the business from many different angles and have extensive experience in financial planning, retirement planning, investment management, insurance and have spent years working for the financial services arm of a regional bank. Gulfstream is the product of that experiential diversity, and we seek to incorporate the best of each of those delivery systems into our process and eliminate inefficiencies. I have continually sought to deepen my knowledge, having acquired a Chartered Retirement Planning Counselor designation, an Accredited Asset Management Specialist designation and a Certified Plan Fiduciary Advisor designation. In addition to providing financial planning advice to my personal clientele, I spend my professional time serving as the President of Gulfstream Financial.Outside of the office, I’m active in my community, serving as the President of the Christmas Bike Program and as a member of the Rotary Club of Winter Springs. I very much enjoy spending time with my wife and our two sons and attending their basketball, soccer and Karate tournaments.CRPC conferred by College for Financial Planning