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 and through a series of mergers I am now a proud Financial Advisor with Raymond James. During the last 20 plus years, I have seen and experienced a variety of market conditions. 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.
I am honored to work with a wonderful staff and a great client base. Every investment relationship is unique, and extremely important to me. I have been blessed over the years, to work with great clients, and many times my clients' family. I work diligently 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 long term relationships. I recently was awarded the honor of Best In State Wealth Advisors by Forbes Magazine in 2019*. This recognition will only serve to motivate me to continue growing the relationships I have with my clients.
I have been married for 20 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.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.