My father gifted me a philosophy of abundance which seeks to live a full life while building opportunities for others. He was a respected and accomplished mental health professional, and he was my hero. His last few years were spent battling a rare disease which took his life at the age of 66.

While accomplished, my father hadn't established a long-term financial strategy which would have covered his children's education, sustained his desired lifestyle in his healthy years and afforded him the comfort of financial security as he and our family faced the challenges of his terminal health. Dad's story enlightened my mission.

Today, I'm hired by senior executives, entrepreneurs and independent professionals who want to engineer a comprehensive long-term financial and estate strategy so that they can live their fullest lives today,

retire into the lifestyle of their dreams and have the option of passing on a legacy. Together, we will align your prosperity with your purpose.

My focus on ESG investing has also made my practice the right fit for conscientious investors and non-profit institutes which seek to align their endowments to their mission.

BACKGROUND

Over 30 years, I built several small businesses in disparate industries and markets including hospitality in Prague; import/export between Europe, Asia, Africa and India; an educational franchise in Italy; and a Florida real estate investing company.

I am the proud father of two daughters. They are loveliest young women in the world, and they are my inspiration.