In 2010, I began my career as a financial advisor, opening an office in the Bradenton area. I was named a limited partner with the firm in 2018.

Working closely with you and your CPA, attorney and other professionals, I can help you determine the most appropriate financial strategies for your family. My practice is centered around education and customer service.

As a native to Florida, I earned my bachelor's degree from the University of Florida. I have earned the Certified Financial Planner™ (CFP®)* designation and the Accredited Asset Management Specialist™ (AAMS®)** designation. I also have the Series 7 and 66 licenses, as well as my life, health and variable annuity license.

In my free time, I enjoy spending time with my wife and two daughters on the water fishing, scuba diving or at the beach.

With regard to my talented branch office administrator: Corinne Mariolan has been with the firm since 2012. She is committed to ensuring that your client experience is always exceptional. She will work thoroughly to address all administrative aspects of your accounts.

*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.

**The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Scuba Diving
  • Skiing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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