I serve as a Wealth Planner specializing in the organization and management of communications between clients and business partners. In this role, I am committed to ensuring that planning tasks are supported and completed with efficiency and care, acting as a reliable bridge between the people and organizations I serve.
My professional journey began with a proud 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. I then entered the financial services industry as a teller at Wells Fargo Bank in January 2013, with a clear goal of building a career as a Financial Advisor. That foundation led to a broad and accomplished tenure across nearly every facet of branch banking, primarily with J.P. Morgan Chase, with additional experience at other respected financial institutions along the way. I hold the Series 7 and 63 securities registrations through LPL Financial, reflecting both my expertise and my dedication to meeting the highest standards of the industry.
Beyond my professional responsibilities, I am deeply committed to my community. I serve on several committees at my local church, lead a Sunday School class for teenagers, and play an active role as a youth leader at special events and functions throughout the year. I hold a firm belief in the stewardship of both time and resources — investing in the next generation as a matter of both principle and passion.
I reside just outside of Keystone Heights, Florida, with my wife and young daughter. Outside of work, I enjoy traveling with my family, staying active outdoors, playing golf, and taking in the occasional motor race.