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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Financial planning for small business
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®
  • AEP® Accredited Estate Planner®
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • FINRA SIE License - Securities Industry Essentials
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 24 License - General Securities Principal
  • FINRA Series 63 License - Uniform Securities Agent State Law
  • FINRA Series 65 License - Uniform Investment Adviser Law

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2022-2024
  • Gratium Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2025

Mission Statement

Gratium Wealth Planning is committed to helping our clients achieve more financial freedom - empowering them to give generously of their time, talents, and resources to the things that matter most.

Whether your goal is saving for retirement or laying a financial foundation for future generations, we put people and their priorities first to create custom plans and insightful strategies that help secure their financial future.

Community participation

Support's National Christian Foundation Jacksonville, FL

Support's Trinity Rescue Mission, Jacksonville, FL

Interests

I am always up for a hike, a road trip or getting lost in a new city and exploring new cultures.I also love playing guitar, writing lyrics and live music.