Advisor profile

What you can expect when you work with me

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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Education

  • BA, Psychology/Business, University of Tennessee, Knoxville TN
  • MBA, University of Tampa, John H Sykes College of Business, Tampa FL

Previous experience

  • UBS Wealth Management - Vice President, 2014 - 2019
  • Morgan Stanley-Executive Financial Services Director, 2004 - 2014

Community participation

Metropolitan Ministries

Interests

I enjoy practicing J iu Jitsu, hiking, biking, relaxing at the beach and studying the markets. Spending time with my wife Camie and our two children, Sebastian and Elizabeth.

My photos

1 albums
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