I received my Bachelor of Science degree in economics from the U.S. Naval Academy in Annapolis, MD. Upon graduating in 2009, I was commissioned as an officer in the United States Marine Corps and served eight years as a pilot. Throughout my military career, I counseled Marines in personal finance and the importance of implementing a personal financial strategy. Seeing the positive financial impact in others led me to pursue a career in the financial services industry after leaving active duty.

As a financial advisor, one of the many privileges I have is learning your story and understanding your "why".

What's important to you?
What are your goals?
What's your comfort level with risk and volatility?

Factors critical in providing you tailored and personalized financial recommendations.

This is a partnership. In whatever phase of life you're in, I come alongside you to develop a personalized strategy to reach your financial goals. But it's more than simply building an investment portfolio.

Do you have estate considerations?
Tax strategy?
Saving for education or long-term health care costs?
Planning for unexpected events?

Your situation is unique, and so should your individual strategy be.

Whether you're local to Live Oak or in another state, I have clients throughout the country. How we meet is what's most comfortable for you: in person, via phone or live web conferencing. I also provide periodic free seminars on various topics of interest from Investing 101 to Social Security, etc., and I'd be happy to host for your or your organization.

Lastly, I'm guided by my faith and driven by my family (wife of 14 years, four children, two dogs, and a cat). I consider serving you a long-term relationship. I become invested in not only your financial success, but also in your personal story: mourning your loss and celebrating your wins.

If you'd like more information on how I work with clients, or you'd simply like to have a conversation, I invite you to reach out. Thank you and I look forward to meeting you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Aviation
  • Car Restoration
  • Community Outreach
  • Home Improvement
  • Woodworking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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