For most people, there are four essential pillars to a life well-lived: Health, Family, Purpose and Finances. As a long-term partner with my clients, I work to help strengthen their finance pillar, so they can better focus on health, family, purpose and any other areas that are part of their individual vision of a life well-lived. I strive to be a financial guide to help them navigate the many financial decisions that come before them and am inspired working with clients in this comprehensive manner.

Ultimately, I want to improve my local community through civic engagement and volunteerism with the Rotary Club of New Smyrna Beach, New Smyrna Beach Masonic Lodge, Audubon Society and Marine Discovery Center while also improving the lives of individuals, families and small business owners by helping them take control of their own time by achieving financial independence.

Before you begin working towards your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children or grandchildren through college, making sure you've saved enough for retirement, leaving something for your heirs in a tax-efficient manner or something else? I can help you prioritize your needs and define your goals.

My family and I moved to New Smyrna Beach in 2014. My wife, Annie, grew up here in New Smyrna Beach, so for her it was really moving back home. We enjoy having so many friends and family close by in our great community. We have been married for eight years, and are the proud parents of our sons, Simon, who was born in 2019 and Miles, who joined us in 2021.

While I am a third generation Floridian, I did leave to the West coast to attend Stanford University and graduated in 2005 with a bachelor's degree before returning to Florida a few years later. When not working or engaged in civic activities, you will find me outside taking my son for a bike ride, surfing or playing volleyball.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Community Outreach
  • Volunteering
  • Camping
  • Spending Time with Family
  • Surfing

Office Information

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