The importance of my role as a financial advisor resonates deeply with me because it’s a chance to guide and support individuals during pivotal moments in their lives. Whether it’s planning for a child’s education, navigating retirement, or preserving a family legacy, I’m honored to be entrusted with these critical milestones.

What makes this profession incredibly meaningful to me is the human connection forged through every financial decision. It’s about understanding the unique aspirations, fears, and values of each person I work with. I firmly believe that behind every financial goal lies a story—a vision of a brighter future, a legacy waiting to be crafted.

The trust my clients place in me isn’t just about managing their wealth; it’s about being a partner on their life journey. It’s about being there to celebrate successes, navigate uncertainties, and provide structure and guidance that extends beyond numbers on a balance sheet.

The joy of witnessing the realization of dreams, the relief of a well-executed plan, and the peace of mind that comes from financial security—that’s what drives me. Knowing that my expertise can alleviate financial stress, bring structure, and pave the way for a more prosperous tomorrow is what fuels my passion for this profession.

Outside of my role as a financial advisor, I’m a proud husband to my wife, Pamela, and father to my daughter, Lucia. And, as a Crohn’s Disease patient myself, I’m deeply committed to helping the South Florida chapter of the Crohn’s and Colitis Foundation. I graduated from Carroll University with a Bachelor of Science in Business with a Finance major and Accounting minor. En route to becoming a CERTIFIED FINANCIAL PLANNER™ professional, I completed the CFP® certification of Professional Education Program.

As a dedicated Client Service Associate at Firm Foundation Family Wealth, Deb plays a pivotal role in ensuring seamless interactions and unparalleled service for our valued clients. With a solid foundation built on 20+ years of experience in marketing, management, and client services, Deb has honed exceptional skills in client relations, administration, and operational efficiency.

In her role, Deb manages the day-to-day administrative functions ensuring the smooth flow of operations within the firm. She takes a proactive approach to client service efficiently handling inquiries and overseeing the execution of client requests.

She tracks and monitors all client interactions providing valuable insights that contribute to the continuous improvement of our client service model. Her dedication ensures that clients not only receive professional expertise but also feel understood and valued throughout their wealth management journey.