Wayne is the firm President and has the responsibility of integrating the various disciplines, such as financial planning and client portfolio management into a cohesive strategy for our clients. Wayne remains engaged with his clients to ensure their plan is up to date with the constantly changing financial environment as well as their needs over time. Being in practice for over twenty-seven years has afforded Wayne the experience required to navigate the difficulties and complexities of today's financial world.
Wayne is a graduate of North Adams State College and also completed the Financial Planning Certification curriculum at Boston University and subsequently earned his CERTIFIED FINANCIAL PLANNER™ designation. He is also an active member of the Central Florida Financial Planning Association.