I bring over two decades of military service and a deep reservoir of financial expertise to my role. Licensed in Florida and across the Southeast, I hold Series 7, 63, and 65 registrations and proudly serve clients as an Investment Advisor, Business Consultant, and Insurance Agent.
I understand that every client’s financial journey is unique. With a personalized approach, I develop tailored strategies to help clients achieve their goals—whether optimizing their current financial plans or creating a roadmap for sustained long-term growth. As a trusted advisor, I am with my clients every step of the way.
During my 24 years in the Navy, I had the privilege of traveling the world while remaining close to the calming presence of the ocean. The experience instilled in me a sense of discipline, adaptability, and commitment—values I now bring to my work in financial planning.
With a degree in Sports and Health Science and experience as a military instructor I bring a unique approach to financial planning. My passion lies in teaching clients the skills they need to confidently take control of their financial future. By combining personalized guidance with a focus on education, I empower Gen X and Millennials to navigate complex areas like investment strategy, tax planning, and estate planning. My goal is to help clients make informed decisions and create a lasting legacy.
As a family man, I am deeply committed to creating better financial futures—not just for my clients, but for generations to come. My greatest motivation is seeing others thrive and knowing I’ve played a role in their success.
Check the background of this financial professional at: brokercheck.finra.org