Avenues Wealth, a fee-only wealth management and financial planning firm, was founded by me in 2018 in Orlando, Florida. My primary objective was to establish long-term relationships with clients and work together to help them achieve their financial goals. As a fiduciary, my objective is to help my clients build, preserve, and manage their wealth. I understand that every client is unique and have different financial needs and goals and I work closely with them to create customized investment strategies and plans. With a focus on personal attention and a commitment to integrity, I work tirelessly to help my clients achieve financial security and peace of mind.
I am a graduate of University of Central Florida and I have been a CERTIFIED FINANCIAL PLANNER™ since 2000. I’m also a member of the Fee-Only Network as well as the National Association of Personal Financial Advisors.
I’ve been a resident of Central Florida for over 30 years and now live in Winter Park with my wife and two sons. In my spare time, I enjoy watching my kid’s sports, fishing, and all sorts of other outdoor activities.