Born and raised in Orlando, Florida, I’m a lifelong Floridian who somehow survived both the heat/humidity and the theme parks. I’ve been married to my college sweetheart, Kim, since 1995, and together we’ve raised two now-grown, successful children, which may be my most significant long-term investment.

I’ve been in the financial services industry since 1998, serving thousands of families with one simple goal: helping them make confident, well-informed financial decisions—without the jargon or pressure. I am a Chartered Special Needs Consultant, something near and dear to my heart – helping families with children with special needs understand the benefits they are entitled to, and how to protect their child(ren) long after mom and dad can no longer.   As an Investment Advisory Representative and a Personal Financial Representative, I hold all the required licenses to act as a fiduciary for my clients (yes, that means your interests come first—always).

Today, my practice serves clients at every stage of life—from young families building a strong financial foundation through life insurance and college funding, to those approaching and living in retirement. I use holistic, goal-based planning to connect protection, investments, income, and real-life decisions. In short, I help people make wise financial choices early, stay on track through the years, and ultimately turn decades of hard work into a retirement that actually works—so they can spend more time enjoying life and less time worrying about money.