Ozzie has extensive experience in the wealth management and financial planning fields, specializing in small business and retirement planning. Motivated by a lifelong desire to help others maximize their happiness and financial well-being, Ozzie works with clients to ensure their financial futures are secure even in turbulent economic times. With a wealth of experience working with a diverse client base, Ozzie has the knowledge to support his clients with the most complex financial situations.

In addition to his work as a financial planner, Ozzie volunteers for several community organizations and is very active in organizing recreational sports leagues. Ozzie is a father of two and loves spending time with his growing family.