Wealth Management Advisor - Tampa
Backed by nearly 20 years of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I work with individuals who chose to make a positive impact in the world. Some do this by teaching, and others do so through research, innovation, and working with non-profits. I am passionate about helping our clients work towards a more secure financial future. My areas of focus include creating efficient income streams, incapacity planning strategies, asset management, and creating wealth-transfer processes and planning. I have a Master of Science in Management from Troy University and a Bachelor of Science in Mathematics from the Pennsylvania State University. I currently reside in Brandon, FL, with my wife, Paula. We will soon be empty nesters, leaving us with more free time to travel. At home, one of my favorites things to do is try new recipes with my smoker, which always brings friends and family over. I am a former Air Force Officer, and I am also a current Board Member of the Tampa Bay Defense Alliance.