Professional Experience

In 2014, I transitioned to a Financial Advisor role at Johnson Stivender Wealth Advisors, leveraging my extensive background as a Commercial Insurance Advisor. This role shift was driven by my passion for finance and a commitment to empowering clients with personalized financial strategies. My expertise in creating tailored insurance solutions laid the groundwork for my approach in wealth management, where I focus on aligning investment portfolios and financial plans with each client's unique goals, especially for retirement.

Earning the CERTIFIED FINANCIAL PLANNER® (CFP®) designation underscored my dedication to providing the highest standards of advice, rooted in ethical practices and continual learning. At Johnson Stivender, I've built enduring client relationships through transparent, trust-based guidance. My aim is to deliver financial confidence to clients, guiding them towards achieving their financial aspirations with confidence. My journey is characterized by a relentless pursuit of excellence, ensuring clients receive sophisticated, bespoke financial advice tailored to their life’s ambitions.

Education

I graduated from the University of Florida in 2005 with a Bachelor's Degree in Business Administration, majoring in Finance.

Personal Information

Married to Laura since 2008, we are blessed with two children, Abby and Cason. Our family values faith, community, and serving others, actively participating in the First Sebring Methodist Church. I cherish time spent outdoors, whether it's playing golf, ishing, hunting, or snow skiing, these activities rejuvenate my spirit and inspire my work.

Community Involvement

I am deeply involved in our local community through various roles, including serving on the Highlands County Board of County Commissioner’s Insurance Committee and Hospital District Board. My volunteer work extends to organizations such as Sertoma, and the Sebring Firemen Association, and have previously served with the United Way of Central Florida each reflecting my commitment to making a positive impact in our community.