Advisor profile


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4
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
  • Investment Management
  • Retirement Income Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Majored in Finance with a BS degree in Finance from Florida State University, 2018

Awards & recognition

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

Interests

During my free time, I enjoy spending time with my wife, Tatum, along with our families and friends. We are truly enjoying the newlywed life! I enjoy golfing with my buddies, working out/lifting weights and watching all things sports-related, especially Florida State football. Go 'Noles!