Whether you are preparing for a successful retirement, taking steps to make your money last in retirement, or looking for guidance on securing a financial legacy, I will invest my time in understanding what is important to you, before you invest your money.

I use an established process to build personalized strategies and identify the specific actions needed to help my clients reach their financial goals, and I continue to partner with them throughout their lives to help keep them on track.

In addition to being an honors graduate of the University of Florida’s Warrington College of Business, I have also earned the CFP® Certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I also am Series 7 and Series 66 registered, hold a 2-15 life health and variable annuity license, and I am licensed to practice as a financial advisor in 15 states.

As an active member of the community, I enjoy volunteering my time with various nonprofit organizations. When I am not serving my clients and community, my family and I are proud to call the small town of Grant our home. Together, with my wife, Jessica, and my son, Mason, we enjoy traveling and spending time outdoors.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Camping
  • Fishing
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Branch Team

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