Institutional precision, brought to your retirement.

With more than four decades of institutional finance experience, I help Federal, Medical, University, and State professionals navigate the transition into retirement — clearly, and independently.

My career began at the Bank of England in the City of London, where I helped manage institutional trade desk risk, interbank FX regulation, and gold bullion control protocols. I went on to serve as Financial Director for The Trade Group across both UK and US markets, before becoming a Commodity Trading Advisor at the Chicago Board of Trade — trading commodities, options, and futures markets, and advising Accredited Investors and High-Net-Worth clients.

That institutional grounding shapes how I work today. As a State and National Licensed Retirement Analyst, I focus on protecting what my clients have built while keeping it positioned to grow — bringing the same discipline to their retirement that I once brought to the institutional trading desk.

I work with a small number of clients at a time, by design, so that each receives genuine attention within a long-term relationship. I am based in New Smyrna Beach, FL, and serve a national U.S. client base.

MY APPROACH

Analysis first. Always.

Most people approaching retirement have never had someone sit down with them and analyze exactly what their retirement income will look like — pension, Social Security, savings, and any deferred compensation, all in one place. That is what I do. No noise. No pressure. Just clarity.