I am a U.S. Marine Corps veteran and longtime Clearwater resident involved in several local civic organizations: Rotary Club, Pinellas Education Foundation, NAMI, the Alzheimer's Association and Southeastern Guide Dogs, among others.

Having grown up working in my family's business and later becoming a business owner myself, I approach serving my clients through the lens of a small business owner, understanding what's most important to them and the sacrifices they make.

Navigating the ever-changing tax code can be complex. I work with clients' tax professionals to help ensure they are properly prepared.

My purpose is to leave a professional legacy of helping families reach their financial goals, whatever they may be. I am thankful to have spent nearly two decades partnering with individuals and business owners to build their wealth, protect their wealth and efficiently pass wealth onto future generations. I look forward to many more years of doing the same.

To my assistant, Eryn, and I, our clients are like family – we truly enjoy celebrating their milestones and successes with them.

Focus areas

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • LGBT Finances
  • Entrepreneurs & Business Owners

My Personal Interests

  • History and Museums
  • Reading
  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast

Office Information

Office Address

1465 S Fort Harrison Ave Suite 106 Clearwater, FL 33756

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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