As a Financial Advisor at Wells Fargo Advisors my journey into the financial world has been shaped by a unique blend of family, education, athletics, and personal passion. Growing up in a household with my father as a successful Financial Advisor, finances were an integral part of learning and developing the young mind. With a focus on my education, I used my baseball acumen to acquire scholarships where I graduated with honors from Daytona State College and Valdosta State University. After interning in college at Wells Fargo Advisors and the background experience of the VSU Investment Club, my passion for finances was set in stone and I joined the firm full time to immediately start helping clients.

It was through my personal extensive understanding of athletics, finances, and the complexities of athletes when it comes to finances, that I expanded my credentials with the Sports and Entertainment Accredited Wealth Management Advisor accreditation or SE-AWMA™. Understanding that professionals in both sports and entertainment industries face very unique financial obstacles throughout their careers, is the reason why they require a dedicated financial advisor with the expertise to handle those obstacles. These individuals' financial lives and ambitions have become more complex due to unexpected wealth events, many sources of income, and an uncertain career span. My qualification as a SE-AWMA™ gives me the expertise as an advisor to assist high-net-worth clients, with additional focus in the entertainment and sports industries, in taking advantage of opportunities to help preserve and distribute their wealth for generations to come. My expertise will assist in analyzing and assessing various planning techniques, such as trusts, investments, cash flow, tax planning strategies, company planning, estate planning, employee and retiree benefits, and qualitative planning.

Outside the office, I enjoy giving back to my community by volunteering as the pitching coach and recruiting specialist at my alma mater, JW Mitchell High School. I cherish spending time with my wife, Lauren; we’re both foodies who love exploring new restaurants and cuisines. Balancing my professional commitments with my personal interests continues to inspire me, fueling my dedication to both my clients and my community.

CA Insurance License Number 4406390. Resident state: FL

At Wells Fargo Advisors, we believe that our clients should always come first. That philosophy gives me the freedom to help investors of all portfolio sizes and investment experiences, focusing solely on your goals.  I am dedicated to serving as your trusted financial professional to help create and preserve wealth, now and for generations to come.  I have the education, experience, and resources to help you navigate through an increasingly complicated financial world to help you reach your goals. 

I believe it is important to invest your time before you invest your money. Therefore, I firmly believe that it is important to develop an investment plan which takes into consideration your goals, objectives, and tolerance for volatility. As a team, you and I will work together to help insure that your portfolio does not take on more risk than is necessary to meet your long and short term objectives.

Because I believe that retirement is one of the most significant financial goals of my client's lives, I obtained the CHARTERED RETIREMENT PLANNING COUNSELOR™, or CRPC™ designation from the College for Financial Planning, which I earned through an intensive program focused on the retirement planning process designed to enhance my ability to serve my clients financial needs. 

Your financial life is complex and multifaceted and your wealth deserves a thoughtful approach centered on integrity, trust, and risk management.    If this is the type of relationship you're looking for from a financial advisor, call me today to schedule an appointment.

CA Insurance License Number 0M43410. Resident state: FL