My interest in investing started very young. Growing up, I was captivated by investing and quickly became a student of the markets. There was something intriguing and exciting about financial markets and I always knew deep down that someday my life’s work and markets would intersect.
My career in the financial industry began back in 2002 in the chaotic trading pits of the Chicago Board of Trade. Spending six years on the trading floor in the corn and soybean futures and options pits taught me much about the mechanics and ebbs and flows of financial markets. As open-outcry trading was replaced by computerized markets, I shifted my focus to wealth management and helping individuals, families, and businesses understand and navigate the complex financial world.
After many years honing financial planning, portfolio construction, and relationship management skills with an incredibly successful independent firm in the Chicagoland area, Nadler Financial Group, I set off for gorgeous Sarasota to live my dream of building my own practice.
Thirteen years have passed since I moved to paradise and I am filled with gratitude on a daily basis. Gratitude for the natural beauty that surrounds me, gratitude for my family and gratitude for the clients who entrust me to help them live their highest financial lives. It is my mission to optimize my client’s finances and to bring them peace of mind so that they can spend their time focusing on what is most important to them.
Outside of work, I enjoy relaxing with my wonderful wife Maya, playing golf, going for runs, learning about wine and trying my best to craft a nice meal for friends and family.