I serve as a Wealth Planner, helping guide the planning process and coordinate communication between clients and our strategic partners. In this role, I am committed to ensuring that planning initiatives are organized, well-supported, and completed with efficiency and care while serving as a dependable point of coordination for the individuals and organizations I work with.
My professional journey began with a commitment to service in the United States Army National Guard, where I served with the 1st Battalion, 265th Air Defense Artillery Regiment and contributed to the Florida Counter Drug Task Force until my honorable transition in late 2012. In January 2013, I entered the financial services industry as a teller with Wells Fargo Bank, driven by a clear goal of building a career as a Financial Advisor. That opportunity became the foundation for a career spanning nearly every facet of branch banking, primarily with J.P. Morgan Chase, along with experience at several other respected financial institutions. I hold the Series 7 and 63 securities registrations through LPL Financial, reflecting my commitment to professional growth and the high standards of the financial services industry.
Beyond my professional responsibilities, I am deeply committed to serving my community. I serve on several committees at my local church, lead a Sunday School class for teenagers, and volunteer as a youth leader during special events throughout the year. I believe strongly in the stewardship of both time and resources and consider investing in the next generation to be both a privilege and a responsibility.
I reside just outside Keystone Heights, Florida, with my wife and young daughter. Outside of work, I enjoy traveling with my family, spending time outdoors, playing golf, and attending the occasional motor race.