Today, he oversees the firm’s portfolio management and asset allocation strategies while continuing to help clients with wealth management, retirement planning, tax planning, and estate planning.

A Florida resident since 1972, Art earned his Bachelor’s degree in Accounting from Florida Atlantic University in 1976, followed by his MBA in 1977. He is a member of the American and Florida Institute of CPAs and the Financial Planning Association.

Throughout his career, Art has devoted himself to helping hundreds of local professionals, retirees, and their families navigate the complex world of investments and taxation. For decades, he’s worked with people making some of life’s biggest financial decisions, helping them create thoughtful plans for retirement while navigating changing markets, tax laws, and life transitions.

Art’s passion for financial planning is rooted in helping people feel more confident about their future. He believes the best client relationships are built over time, taking the opportunity to understand each person’s goals, answer their questions, and help them make informed decisions through every stage of retirement.

Personal Thoughts

I was fortunate to learn at a young age the value of hard work-I delivered newspapers in my apartment complex from age 7 to 13 and always had part-time jobs until I entered the work force upon finishing graduate school at age 20. My father passed away when I was 12 and my mother worked hard to make sure my brother and I could go to college. She remarried and I learned compassion and selflessness from my stepfather, who took on a household of boys at what was an advanced age for him. 

I have also been fortunate to have worked my entire career in a community that has grown dramatically.  A community full of successful retirees and accomplished professionals enabled me to thrive as a professional myself.