Preston is committed to being a partner to his clients and helping them achieve their financial goals in any capacity.
His goal is to work closely with every client to design and execute a comprehensive portfolio investment plan that caters to the specific needs for you and your situation. After discussing those needs he will work to create an encompassing investment plan to fit your financial goals. He will then continue to have active conversations on its performance to ensure it continues to meet the expectations of the client.
Preston is a Florida native born and raised in the Tampa bay area and resides in Tarpon Springs. He received his Bachelors of Science in Finance from Florida Tech where he played football on the offensive line for the panthers during his tenure. Outside of the office he enjoys spending much of his time outdoors with his friends and family fishing and golfing