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CRPC conferred by College for Financial Planning.
ABOUT
With over 15 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short- and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Jr. Financial Advisor, Achieva Credit Union (2008-2015)
- Licensed Business Banker, Wells Fargo (2007-2008)
- HoldsCRPC® Designation
- Holds FINRA Series 6, 7, 63, 66 and SIE SecurityLicenses with LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
Graduated from the University of Florida with a double major in Biology and Entomology.
PERSONAL
Married to my wife, Michelle, for over 15 years. I have 3 sons, ages 13, 11, and 8. Together we have a golden retriever named Bear.