My mission is to build trusted relationships with individuals, families, and small business owners by providing a holistic approach to wealth management and wealth protection strategies. Based in Orlando, Florida, I proudly serve clients across the United States through personalized financial planning, retirement planning, investment strategies, insurance solutions, and business planning.

I believe every financial plan should be as unique as the person behind it, and I take pride in helping my clients pursue their goals with confidence through personalized guidance and long-term relationships.

I began my career in the financial services industry in 2002 and have more than 24 years of experience helping clients navigate life's financial decisions. I earned undergraduate degrees in Finance and Computer Information Systems from Rider University and later completed my MBA at Rider University with a concentration in Entrepreneurship.

I have been married to my wife, Julie, for 19 years, and we have a son, Emryk. Outside of work, I enjoy spending time with my family, reading, wine tasting, and playing golf.