After 12 exciting years traveling the world conducting corporate mergers and acquisitions as a Global Director with the Oracle Corporation, I went into private wealth management to be home for my growing family and to give back to the community that I love. Since then I have built a successful Wealth Management practice by becoming a trusted advisor to businesses and families in Brevard County, and all around the country.
I’m a proud UCF graduate, and I earned an MBA from the Crummer Graduate School of Business at Rollins College. My wife, Robin, and I reside in Viera and are the proud parents of two great children, Jared and Taylor. I enjoy coaching soccer, football, and baseball, and also serve on the Board of Directors for the Suntree/ Viera Youth Football League. I've also enjoyed giving back to the community as a member of the Devereux Florida Advisory Council, the Viera Business Council, and the Viera High School Academy of Business and Finance Advisory Board. I’m an avid athlete, and participate with my family in marathons and triathlons around the country.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.