For over 35 years, I've dedicated my life to being more to my people than just a financial advisor … to be a personal confidante for those who need our help the most. I focus on supporting the families of women in transition, their grandchildren, children, and often caregivers who are taking on great responsibility. My purpose and name have always been clear: Helping Outstanding Women Achieve Results Desired (H.O.W.A.R.D). I’m committed to empowering and serving our clients, navigating the complexities of life, managing the family’s wealth, and building their lives with confidence.
My journey has taken me through many different roles, in business and in life, as a mentor and guide, beyond financial planning and consulting. As an independent Investment Adviser, I've been partnering with Commonwealth Financial Network® since 1998.
When not working, I find joy in building and creating, gardening, golf, traveling, and spending quality time with my family and our rescue dog, Charlie. My wife, Meryl, and I have made our home and office in Plantation, Florida, where we continue to create memories together.