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 within this holistic framework. Ultimately, I want to gain a deep understanding of what is important to you so that I can develop personalized strategies to help you meet your goals.

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 seven years, and are the proud parents of our sons, Simon, who was born in 2019 and our new arrival, Miles, who joined us in 2021.

I attended Stanford University and graduated in 2005 with a bachelor's degree. In 2020, I was appointed by the New Smyrna Beach City Commission to the Neighborhood Council representing Zone 2. I am a member of the local Rotary Club, Masonic Lodge, Audubon Society and the Marine Discovery Center where I volunteer regularly. 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
  • Portfolio Reviews
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Community Outreach
  • Volunteering
  • Camping
  • Spending Time with Family
  • Bird Watching

Office Information

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