Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I received my Bachelor’s and Master’s degrees in Education from the University of Florida. I began my financial services career in the early 1990’s and have worked in the industry as an advisor and manager. I currently hold FINRA Series 7 & 66 licenses. I am insurance licensed by the State of Florida with Life, Health and Variable Annuities.
My biggest pride and passion is my direct family which includes my wife, Kelly who I have been married to since 1991 and our two sons; Carson and Parker.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies