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I am a financial advisor serving families, businesses, and organizations. Whether it is wealth management, investments or comprehensive financial planning, our team belief is that developing strong, long-term relationships with clients is the best way to discover and successfully implement each client’s unique plan. Your journey is our mission as we help you navigate financial challenges and successfully build and manage wealth. Core values and principles along with our mission to educate and empower clients lay the foundation for the process.
I have over 15yrs experience, spanning investment consulting, investment strategy and research, wealth management, and financial planning on both Wall Street and Main Street. I have also been a teacher, counselor, and fitness coach.
I grew up in New Smyrna Beach, FL and attended and played football at Lehigh University in Pennsylvania, graduating with a B.S. in Finance. I live in Bradenton, FL and enjoy spending my free time with family, investing, travel and Obstacle Course Racing.
The Shaw household is no exception to Ramsey’s Baby Steps. Ali and I took FPU in 2016. It forever changed our lives and we would welcome the opportunity to share our testimony and hear yours. It was not easy but absolutely worth it. We are now working on Baby Step 6. With hard work, anyone can achieve financial freedom.