Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Family Finances
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • Florida State University, BS in Finance and BS in Real Estate Investment Analysis, 2006

Awards & recognition

  • Nona Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2022


During my free time, I enjoy spending time with my wife, Sasha, and our two beautiful girls, Rowan and Indie. The girls enjoy dance and piano - my wife and I love supporting their artistic passions. I love playing golf with my buddies and our girls are currently trying their hand at it. Our family also enjoys going to the beach, finding new and appetizing food hot-spots and all things sports-related, especially Florida State football. Go 'Noles!