Clients Become Family
At Investment Planning Group, we create a unique client experience that begins with thoughtful onboarding and continues through a personalized service model. Our clients truly become like family. We manage their assets and financial plans as if each decision directly impacted our own families. Unlike many advisors who delegate investments to a corporate “one-size-fits-all” program, our clients get to know — and work directly with — the professional who manages their money.
Comprehensive Financial Guidance
Our commitment to your financial well-being goes beyond portfolio management. We provide comprehensive financial guidance across retirement planning, tax efficiency, insurance, estate strategies, and risk management. Our team of experts collaborates to deliver holistic advice and strategies that address your complete financial picture. We are proud to serve our neighbors along the Treasure Coast by building and executing sound financial programs tailored to their goals.
Experience & Credentials
I have been serving clients in the financial services industry since 2002. Over the course of my career, I have earned my Series 7, 9, 10, 63, and 65 licenses, as well as my Florida Life, Health, and Variable Annuity license. In addition, I hold two professional designations from the College of Financial Planning: Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC®).
My areas of focus include:
• Comprehensive wealth planning
• Retirement planning
• Pension and Profit-Sharing Plans
• Retirement planning strategies for individuals, families, and businesses