With more than a decade of experience in wealth management, I work closely with high-net-worth individuals, growing families, and professionals to build intentional financial strategies that support their goals today and their legacy tomorrow. My approach is holistic, bringing together investment management, insurance, tax strategies, and estate planning into one cohesive plan.
As an Accredited Asset Management Specialist™, I provide personalized guidance to help clients navigate complex financial decisions. Whether it’s executive compensation, retirement planning, or preparing for generational wealth transfer, I strive to be a steady, long-term partner in achieving their goals. In addition, as a Certified Military Financial Advisor® professional, I support the unique financial needs of military service members and their families.
Before launching Eagle Legacy Wealth, I spent nearly a decade at Edward Jones and later continued my advisory work with Ameriprise Financial. I earned my degree in Business Management from Wilmington University and stay actively engaged in the Financial Planning Association to remain current on industry insights.
Outside of work, you’ll find me at the gym or on the golf course with my wife, Kristina. We love to fish, explore the outdoors, and have big plans to travel the world — starting with our new home state of Florida.