I joined Suydam & Conrad Wealth Management Group in June of 2015. I feel very blessed to work alongside such a knowledgeable and experienced group. Being part of a team with over 45 years of industry experience has been a great benefit to the clients I serve. I enjoy helping my clients build comprehensive financial plans by establishing intentional relationships to understand their needs and goals. I believe the most successful wealth management strategies look at the big picture. Having a comprehensive, solution-focused approach, delivered with consistent personal attention and a commitment to my clients’ best interests is what sets our team at Suydam & Conrad Wealth Management Group apart in this industry.
Before entering the financial industry I was a deputy sheriff with the Marion County Sheriff’s Office. The best part of my career as a deputy was being able to interact with and help the members of my community. I have enjoyed continuing to serve members of the community here at Raymond James as I help educate my clients about financial planning. I hold a Bachelor’s degree from the University of Florida. I have obtained the Florida Life, Health, and Variable Annuities License, the Uniform Combined State Law Series 66 License, and the General Security Representative Series 7 License. I have also attained my Accredited Asset Management Specialist℠ designation.
I was born and raised right here in Ocala and am a third generation Ocalan. My wife of 15 years, Rebecca, is also a Marion county native from the Weirsdale area. Together we have one daughter and three sons. Our family attends Meadowbrook Church.
Accredited Asset Management Specialist and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.