I’m a husband, proud father of three amazing daughters, and a finance professional with over a decade of experience helping individuals, families, and businesses move toward financial freedom. My passion lies in service—whether that’s supporting my local community in St. John’s, Florida, or guiding clients through life-changing financial decisions.
My journey began in banking, where I worked closely with people from all walks of life—helping them set, reach, and often exceed their financial goals. From early savers to seasoned business owners, I’ve always believed that personalized advice paired with consistent planning creates real opportunity.
Today, I serve on the advisory side of the financial industry, focusing on holistic financial planning that goes beyond transactions. I believe in building long-term, trust-based relationships where every decision reflects both the client’s values and future goals.
My professional path is now pointed toward portfolio management, where I can bring together strategy, market insight, and client-centered planning into one role. I’m actively working to make that transition full-time and look forward to continuing to grow as a leader in the investment space.
Whether I’m advising a client or mentoring someone in my community, my mission remains the same: to empower others with clarity, confidence, and a plan they can trust.