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ABOUT
Since entering the financial services industry in 2011, I’ve been dedicated to helping individuals and families build, preserve, and transfer wealth with confidence. My expertise spans comprehensive financial planning, investment management, and strategic guidance tailored to each unique financial journey.
I believe financial planning goes beyond numbers—it’s about creating a life you truly want to live. As your partner, I take the time to understand your personal and financial goals, both short- and long-term, and craft a customized roadmap to help you achieve them.
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.