Managing Partner
- Bachelor’s Degree in Physiology/Personal Wellness from the University of South Florida
- US Navy 1988-1992 & active duty reservist 1992-2006
- Owner/President Upright Financial, Inc., Independent Insurance Agency
- Established client base of over 700 individuals
- Life/Health & Annuities Licensed
- General Manager with AmeriLife & Health Services 1998-2011 managed & trained 15+ agents
- Recognized in the insurance industry as one of the leading insurance professionals for Medicare Supplemental Plans, Fixed Indexed Annuities, and Life Insurance Planning
- Started in the Insurance Industry with AmeriLife & Health Services in 1998
- Top Medicare Supplement Producer 2004 & 2005
- 2000-2010 President’s Club Qualifier & Double Qualifier with AmeriLife and Health Services
- Born and raised in Long Island, NY and moved to Tampa, FL at the age of seventeen
- Presently resides in Tampa Bay area
- Married to lovely wife Margo, with two children Jack and Rachael
- Passion and love for indoor & outdoor volleyball and serving the community with charitable efforts
