Your story, your needs and your goals aren't exactly the same as anyone else's. Your financial strategy shouldn't be either. That's where I come in.
As a financial advisor, I work with all kinds of people but specialize in Retirement and Special Needs Planning where I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a tailored, family-oriented, and client-first approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect integrity, kindness, and hard work.
As a proud resident of Jacksonville Beach, FL, I have a vested interest in seeing my community thrive. When working with me, I'm happy to share all the resources and information that I have available.
Personally, I'm a loving husband, parent, and son. When I'm not working with my clients, I enjoy the following hobbies: listening to music, traveling, and golfing. I'm also an active member of my community and regularly serve on the board at a local non-profit, volunteer at a local non-profit, and mentor students.
Now I'd like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.