MORE SERVICE : Understand & plan for what you most need and want
PERFORMANCE : Better processes that can deliver better performance
COST : No-fee options vs most advisors wanting to charge 1-2% each year

- Primarily affiliated with Capital Financial Advisory Group, founded by Peter J. D’Arruda, an advisor and radio host popularly known as Coach Pete
- Over 25 years of industry experience as an Investment Advisor Representative
- Earned the CIMA® (Certified Investment Management Analyst) designation from the Wharton School, University of Pennsylvania. 1998 – Present
- Partner & Investment committee participant at Kayne Anderson, an asset management firm owned by Forbes 400 Billionaire John Anderson
- Investment advisor to more than 200 financial advisors as we helped them with planning, portfolio allocations, and construction on behalf of the families they served
- Responsible for helping advisors plan and manage about $500 million in client assets
- Married to wife Nicole for 28 years, 2 children Sloan and Steven II
- Pet kids: Chanel, Cocoa, Hollywood, and Boomer