Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • University of South Florida B.S. Business Administration 1993

Interests

Outside of work, I enjoy being active with my wife Haley, and daughter, Ava. We love to do 5k’s together and bring our yellow lab, MaggieMae, to the beach. We are animal lovers and also volunteer at Big Dog Ranch Rescue in West Palm Beach, helping rescued pups find great homes.

We enjoy traveling to the mountains and would love to make our way to Italy for a family vacation. Other activites that I love and wish I had more time for are reading, walks on the beach and learning to cook new things.

Community participation

  • Big Dog Ranch Rescue - Volunteer