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ABOUT
Since entering the financial services industry in 2011, I’ve focused on helping individuals and families, particularly those approaching or living in retirement, make confident financial decisions as they prepare for and transition into this next stage of life. My work centers on disciplined financial planning, long term investment management, and ongoing guidance designed to bring clarity and consistency to complex financial decisions.
I believe financial planning is less about chasing outcomes and more about supporting the life you want to live. As an advisor, my role is to understand what matters most to you, establish a clear plan, and provide steady direction year after year so you can move forward with confidence, even as markets and circumstances change.
QUALIFICATIONS
- Investment Program Manager, Suncoast Investment Services (2023-2025)
- Financial Advisor, Suncoast Investment Services (2021-2023)
- Member Advocate, Branch Manager, Suncoast Credit Union (2011-2021)
- Holds FINRA Series 7, 66 and 24 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Florida Gulf Coast University. Bachelor of Science, Management
PERSONAL
I am a husband and proud father of 2 beautiful girls. I enjoy spending time camping with my family, cheering on my girls in their many activities, and chasing a ball around the golf course.