I started my career in the banking industry in 1995 with Suncoast Schools Credit Union in Inverness, Fl. In 1998, I joined AmSouth Bank to start my investment training and to obtain my investment licenses. I have never left my desk after joining AmSouth, but because of a merger in 2007 with Regions Bank, and a sale to Raymond James in 2012, I am now a proud investment advisor with Raymond James. During the last 20 plus years, I have seen and experienced a variety of market conditions. I am honored to work with a wonderful staff and a great client base. My job is to inform and educate my clients of market conditions, risks, asset allocations, insurance concerns, and many other financial planning matters. My job and the trust my clients place in me is of utmost importance, day in and day out. The foundation of my business is honesty.
Every investment relationship is unique, and extremely important to me. I have been honored over the years, to work with great clients, and many times my clients’ family. It’s an honor to me when a client gives me a referral of a loved one. I work extremely hard attempting to ensure my clients’ success. I really strive to treat each and every client as family, and this approach has provided me with many very long term relationships.
I have been married for 18 years to my amazing wife Kimberly. Though Kim and I waited many years to have children, we now have two; our son Camden who was born in November of 2013 and our daughter, Mackenzie born in July of 2015. They are the most amazing blessings the Lord has ever provided me. Kim and I attend First Baptist Church of Ocala. When not working, my spare time is enjoyed with my family and friends, relaxing or traveling.