I am a licensed Investment Advisor and Fiduciary that has a passion for helping individuals and families achieve their goals and find peace in their financial plan. I find true professional fulfillment in helping my clients address what they want in life and create a simple financial plan that I guide them in to realize the future they want. This same passion for helping others improve is strongly rooted in my past as a collegiate golfer at the University of Maryland, where I was a 4 year letterman and captain for 2 years. After college I became a Class A PGA Professional at several upscale private golf clubs of note. Aside from being an expert in playing and teaching the game I was tasked with possessing the same business acumen that anyone who helps to run a multi-million business is called to have. During this time I was honored to be recognized by my peers as the PGA Assistant Professional of the year in the North Florida Section of the PGA of America. I transitioned into being a financial advisor and SmartVestor Pro because of the fulfillment I feel in impacting the live’s of others on such a personal level. Golf will always have a be a part of my life but being the Financial Guide in people’s lives is where I am called to be
I am blessed to be a husband to my wife, Brandi and dad to our son, Henry. When I’m not working my time is usually spent with them in and around the Winter Garden area with frequent visits to Disney. I still love to play golf, even more so now that our 2 year old son is obsessed with sport.
I currently hold my Series 6, 7, 63, and 65 Securities Licenses as well as Health, Life, and Disability Insurance Licenses.
Planning for the future and retirement is a process and sometimes a confusing one at that. I truly believe in having the heart of a teacher, and want my clients to understand their investments. I build lasting relationships with my clients. My goal is to live and give like no one else – and I want that financial freedom for each family I serve!
Series 7, 63, and 65