Awesome Financial Decisions?
Do you want to get to live your life, doing more of what you want to do when you want to do it but are concerned that your current financial strategy might be leaving money on the table, wasting your money on worthless products and services or leaving yourself exposed to risks that could destroy everything you have worked your whole life to create?
If you feel confused, a little frustrated, and are concerned about making the best financial decisions with your money there is a reason…
The fact is EVERYONE IS TRYING TO SELL YOU ON THEIR SOLUTION.
You want to invest money, you talk to an investment advisor and they tell you all the money you will make…
You do your taxes, you work with an accountant and they tell you how to decrease your tax bill this year…
You need a mortgage and the loan officer tells you your rate, payment, and how much interest you will pay over the life of the loan…
You talk to an insurance agent and they will give you a quote on the insurance policy you said you want…
And if you are like a lot of successful people you want to educate yourself on the choices you have so you watch, read and listen to financial content where each piece you consume is centered on ONE SPECIFIC TOPIC.
You probably haven’t spent thousands of hours of your life understanding how each choice could impact the other parts of your financial life so you tend to make important decisions with your money:
This method tends to create a financial life that is confusing, unorganized, and uncoordinated.
What I do?
Since 2003, I have worked with 100’s of people all over the country and taught 1000’s more, strategies for financial success.
Through my Wealth Performance and Protection System, I help people take a comprehensive approach to their personal finances so that they are: Confident, Organized, Efficient, Coordinated, Flexible.
I am an investment advisor, mortgage broker, insurance agent, and accountant whose team can work directly with you in all aspects of your financial life.
Already have someone like a CPA you work with? No Problem! We can be part of your team to work with those other advisors so that everyone is on the same page when it comes to your financial strategy making your personal finances run like a well-oiled machine!
I created this site so that you can get to know me. The fact of the matter is hiring a financial planner is one of the most important decisions you will make in your life so you will want to choose someone you can relax with, have fun with, share ideas with, and of course trust that they have the knowledge and skill to help you achieve more.
I think the internet is super cool as it allows me to meet and work with people all over the country (and even a few in other countries!)
So take some time to read my blogs, watch my videos, enroll in my courses and when you are ready, lets have a 30-minute conversation about how I can help you make more with the money you have.
B.S. Biology from SUNY Fredonia (1993)
M.B.A from The University of Tennessee, Knoxville (1999)
CFP and CLU – The American College (2009)
Registered Investment Representative (Series 7) 2004
Investment Advisor Representative (Series 66) 2004
Taught Financial Planning Courses For the Company at The University of Central Florida and at NASA for employees as the Space Shuttle Program was coming to a close.
Decision Tree Financial 2009 – Present
Founder and President
Gold Coast Professional Schools 2019 – Present
Adjunct Instructor teaching both licensing and continuing education classes to insurance agents in South and Central Florida.
Live between Olean New York and Orlando Florida (with frequent visits to South Florida as well.)
Married to Fatima with (4) children – Luke (’92) Tariq (’14) Leena (’16) and Yasmeen (’20)
In my spare time, I like to hike in the woods, ride my bike and go to the beach. I am a huge Foodie (my wife is an amazing cook whose family runs the best restaurant in all of Morocco – Al-Fassia so I am extremely spoiled.
You will find me most mornings in the gym lifting weights and shooting baskets as I will tell people my ultimate goal is to be the first 5′ 11″ 50-year old Rookie NBA All-Star Center (In reality I am shooting 35-shots and running after my misses as the ball bounces all over the gym but that isn’t a good story…)
I am a proud member of “The Bills Mafia”, a fan of Buffalo Sabres Hockey, St. Bonaventure University Bonnies and Orlando Magic Basketball, Tennessee Volunteer and UCF Knights Football.