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

  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments


  • CRPC™ Chartered Retirement Planning Counselor™


  • BS in Business Administration Finance, Minor in Entrepreneurship - University of Florida, May 2013

Community participation

I have always believed that we can make a great impact on the world by impacting children during their formative years. Growing up, I was active in sports and learned great life lessons from my many different coaches. During my time in Pinellas County, I followed suit by coaching little league baseball.

I am also involved as a member of the Dunedin Chamber of Commerce.


I married my college sweetheart, Michele, in July of 2015. Our goal is to enjoy every moment of life by experiencing all that the world has to offer. Whether we are hiking, kayaking, or gardening in our backyard, we love to be active together.

We have been fortunate enough to embark on many great trips. We have loved our cruises, the differences in cultures we experienced in Germany and Italy, and the serenity and beauty during our hikes in the Grand Canyon and Zion National Park.

Michele and I are a family of six with our 2 beautiful daughters, Caroline and Liliana as well as our 2 Labradors, Champ and Bubba.