I have been in the financial industry going on twenty three years. Having a strong belief in the power of relationship building has helped me realize great accomplishments and wide respect among medical professionals and business owners. This success with relationship building led me to adopt this philosophy as I coach and mentor other Financial Planners.
My dedication and commitment was recognized by AXA Advisors, LLC when they promoted me to Vice President and then shortly thereafter promoted me again to Executive Vice President. It was during my time in this role, that I was entrusted with the daily operations and success of one of the largest branches of Financial Advisors in the United States.
In 2013, I made the decision to put my years of experience, knowledge and relationships to the ultimate test. I developed a platform of systems and support upon a completely independent chassis. I now focus on working with Advisors across the United States providing them the tools, education and support necessary to grow their own practices the way they envision.
As 2013 came to a close and 2014 began, I again chose to challenge not only my platform but to also strengthen my position within the marketplace by creating iTP Partners whose main focus is its customers and clients. Specializing in retirement planning and working closely with plan sponsors to develop plan design optimization, providing investment due diligence, fiduciary responsibilities and administration as well as employee education for their 401(k), 403(b) and pension plans, my philosophy remains the same – provide sound, independent financial advice based on the financial goals of our clients on an individual and customized basis.
Utilizing that philosophy, iTP Partners takes great interest in educating our clients about the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. While we are here to help, we also want our customers to have a solid foundation on which to make wise decisions when it comes to their financial future. Our clients are unique and are offered products and services that suit their goals and needs.
My wife, Hester, and I reside in Ponte Vedra Beach, Florida with our three daughters. I am heavily involved in my community, including service on the Board for the local YMCA, and Crosswater Community Church. Along with supporting many other charities together with Blessings in a Backpack, Spina Bifida Foundation and the Special Olympics, I am an avid golfer and fisherman, often competing in offshore tournaments with the team “Lit Up.”