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
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


  • CDFA® Certified Divorce Financial Analyst
  • CRPS™ Chartered Retirement Plans Specialist™


  • 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


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.