I am a Founding Partner at United Wealth Advisors Group, with over 38 years of experience in the financial services industry. My specialization lies in business and estate planning, where I am committed to helping my clients achieve their financial goals for themselves, their families, and their businesses by providing them with strategies for asset accumulation, preservation, and transfer. I currently lead our United Professional Advisors office. In addition, I am a founding partner of UWAG, a Managing Partner of UPA, and have obtained both the Certified Financial Fiduciary and the LUTCF designations. Before beginning my career, I graduated from Albany State.
Motivated by the desire to make a meaningful and positive difference in the lives of my family, friends, and clients, I find great joy in helping people with important life and financial decisions. I believe that the greatest values I can provide for my clients are my level of care and willingness to help at any time. My commitment extends beyond my professional life, as I am very active in several local and national professional associations.
Originally from Watertown, NY, I now reside in Belleair, Florida, but my family and I cherish our summers in Northern New York on Lake Ontario. I am fortunate to work alongside two of my children, Zachary and Samantha, at UPA. Together with my wife, Jennifer, to whom I have been married for 26 years, we have four children in total and five grandchildren. In my free time, I am passionate about the outdoors. I love boating, fishing, hunting, golfing, and spending quality time with family and friends.