Professional Experience

I have over 20 years experience in the financial Services Profession. I started my career after graduation in what was then the top of a bull market. Over the years I have seen bull and bear markets and know the emotions that run from euphoria to anger and depression. As an independent Investment Advisory firm (RIA) aligned with Raymond James Financial Services, Inc member FINRA/SIPC. I have the core belief that we are here to assist you in reaching your financial well being.

My client’s trust is of upmost importance to me and I have always focused on managing risk to help my clients preserve and grow their wealth. I work with individuals, families, corporations, and non for profits to help them achieve financial success and live more comfortably knowing that I’m focused on them and their goals.

I tailor personal financial management strategies and financial and estate plans to help preserve the wealth you have and potentially pass a legacy on to the next generation.

Education

• Degree in Economics
  Florida State University, 2000

Personal Information

My wife Erin and I are residents of Lake Placid and we have been married for 22 years. We have a son, August, and a daughter, Tatum. We are truly blessed with great parents and now great children. My wife and I are members of First Presbyterian Church in Lake Placid. I enjoy Hunting, fishing, and coaching in my spare time.

Community Involvement

I served as the Vice President of the Lake Placid Youth Baseball Organization. I also a volunteered as a coach for Lake Placid Youth baseball and have been a coach at the Presbyterian church for Basketball. I’m a past president of Highlands Seminole boosters; and currently assist with the scholarship committee. I am an active volunteer with the Lake Placid Athletic Association.