In 2009, I began my career as a financial advisor, opening an office in the Sarasota 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™* designation. I also have the Series 7 and 66 licenses, as well as my life, health and variable annuity license.

I enjoy serving my community. I currently serve on the board of the Glasser Schoenbaum Human Services Center.

With regard to my talented branch office administrator: Heather Mackey has been with the firm since 2018. 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.

My Personal Interests

  • Spending Time with Family
  • Reading
  • Running
  • Fishing
  • Yoga

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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