As an Associate Wealth Advisor, I advise clients and am responsible for our firm’s trading. I’m heavily involved in our Investment Committee, trading and financial planning. Along with my 15 years of experience in wealth management and financial planning, I am passionate about being part of a team that gives back and supports the local community.
I graduated with a B.S. in finance from the University of Tampa. I have since earned my CERTIFIED FINANCIAL PLANNER™ designation.
My dive into the financial services industry began early, working with my dad while still in college. He was a financial advisor serving his clients in Sun City Center, FL for over 25 years. He taught me how to be an advisor who cares about his clients, and he taught me everything he knew. My dad passed away in 2011 and I continue to carry on his legacy.
I am active member of the community and am the founder of “Future Lancer Business Leaders” at Cambridge Christian where I went to school. I am a member of Bayside Community Church in Bradenton and am a regular blood donor. I also actively participate in leadership as the Vice President of Public Relations for the Metropolitan Ministries Toastmasters Chapter.
I’m one of the few lifelong Florida natives! Growing up in Florida, I learned to love the outdoors. I regularly play basketball, tennis, and pickleball. I am an avid runner and logged over 1,500 miles last year.
I’m happily married to my wife, Alicia, who works in healthcare. We live in the Sanctuary Cove community in Palmetto, FL and have three rescue cats: Simba, Tigger, and Stormy.