These days, it’s hard to find someone my age who was born and raised in Florida and also built his business here in our great state. My wife of 37 years, Louise, hails from Long Island by way of Brooklyn, New York. Together, we have one son, Kevin, who is the proud father of four and serves as a Catholic grade school principal in Boston.

Growing up in Florida, I’ve watched our state grow beyond what I ever imagined. It seems fitting that many of my clients are relatively new to Florida—and that we’ve been lucky enough to connect.

When I’m not working, Louise and I are active in our church and enjoy attending sporting events for our alma mater, the University of South Florida, as well as cheering on Tampa Bay’s three professional sports teams.

I remain involved with several charities connected to the University of South Florida, Jesuit High School, Cristo Rey High School, the Boys & Girls Clubs, and the Sports Club of Tampa Bay.

As one of Amuni’s three co-founders, I’m incredibly proud of what our second generation of leaders has done to grow this company into the outstanding firm it is today.

My plan is to continue working with clients for many years to come, providing income and growth programs designed for today’s retirees. When acting as your advisor, I am a fiduciary.