Our Team

Augie, after graduation from Georgia Tech with a degree in Mechanical Engineering, started his professional career with Westinghouse as a Project Engineer and later Project Manager for Power Generation projects.

Building on a lifelong interest in finance and investments, he embarked upon his second career, financial services, over 15 years ago. He has loved being able to help families become better prepared for their future, especially in the areas of financial planning, Investment planning and retirement planning.

Augie holds his life and health licenses along with the Series 6, 63, 65 and 26 securities licenses in his home state of Florida; he is also securities licensed in numerous other states (see the disclosure statement below for the current list).

Augie and Geri, his wife of 39 years, are the very proud parents of two wonderful daughters; Eran who is a graduate of the University of Hartford and now dances with the Paul Taylor American Modern Dance Company in New York, and Patricia who is a graduate of Suffolk University in Boston and is now with the Share Our Strength organization in Boston