As a 48-year-old financial advisor with 26 years of experience, I have a unique combination of "youth" and knowledge to help guide your family toward its financial goals. Having attained my Chartered Financial Consultant designation (ChFC®) in 2002, I am both knowledgeable and seasoned but, at the same time, not stuck in my ways. I treat every client as though they are my most important client, because they are.

Born on a Marine base in Yuma, AZ and raised in Sarasota since 1979, I graduated from Riverview High School in 1991. A full academic/athletic scholarship took me away from Florida to play soccer. I graduated with degrees in accounting and finance from Mercer University in 1995.

After graduation, I returned home to start my financial career. Most importantly, I've been devoted to my wife, Maureen, and our three children: Joey, Will and Kate. I coached our oldest and youngest at FC Sarasota soccer for four years each. I have also been very active with our other son and his baseball travels. I feel very blessed to have been able to spend such quality time with my kids.

I am very proud to be a founding board member for The Mark Wandall Foundation, established in memory of one of my best friends who was killed by a red light runner. The organization focuses on children who have lost a family member(s) and raises money each year to help the children move through grief, at our 3-day grief camp.

My mom was killed in an auto accident when I was 2 years old. My dad is a Marine, so he and I survived – we "got by." In many ways, that made me who I am today, and I accept that whole-heartedly. While I embrace it, I don't want that for my family; that is, to just "get by." I invest as if I'm going to live to 100 years old, but I insure myself as if I could be gone at any moment.

It is through careful planning that I protect my most important asset – my family. Allow me to help you and your family by reviewing your investment and insurance portfolios.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Soccer
  • Golfing

Office Information

Office Address

5112 Ocean Blvd Siesta Key, FL 34242

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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