Hobby is passionate about helping our local residents plan and live their retirements to the fullest. He spent most of his childhood learning the business from his father. He has striven to build trusting and meaningful relationships with families in order to help them achieve their financial goals for more than 20 years — just like his father.
Hobby specializes in multiple areas of tax planning, income planning, Social Security planning and IRA/401(k) distribution. He focuses on providing diversified strategies and holistic financial planning through simple and easy-to-understand methods.
Hobby holds his life, health and annuity licenses and has passed the Series 7, 63, 65 and 24 securities exams. He was previously the co-host of one of central Florida’s longest-running financial radio programs, “Life and Living Health.”
Hobby holds a bachelor’s degree in business administration with a double major in marketing and management from Mercer University in Macon, Georgia, where he played and started all four years on the men’s soccer team. He also studied at Georgia State University, where he earned an MBA in finance.
Outside of the office, Hobby is the proud father of four children who keep him busy with multiple sports, theatre and music lessons.
Our Services Include:
- Retirement Income Strategies
- Wealth Accumulation
- Asset Protection
- Tax Minimization Strategies
- Long-Term Care
- Estate Planning
- IRA Legacy Planning
- Life Insurance
- Annuities
- Probate
- Charitable Giving
- IRA & 401(k) Rollovers