My Background

I’m the President and head of financial planning at TSA Wealth Management where we work with families in or approaching retirement.

I grew up on Long Island in the town of Northport. From there I moved to California where I studied Economics at Pepperdine, caddied at Riviera, and learned to surf. Next, I moved to Texas, earned my law and business degrees from Baylor University, met my wife, got married, had three kids, became a Certified Financial Planner^® and got really into retirement strategy. 

About Wealth of Optimism

There are countless voices trying to convince you to abandon your long-term retirement plans in response to an endless stream of catastrophe. This newsletter is a weekly reminder that the world rarely ends, and when it comes to your retirement plan, the pessimists may sound smart, but it is the patient optimists that make money.