Whether you are preparing for a successful retirement, taking steps to make your money last in retirement or looking for guidance on securing a financial legacy, I will invest my time to understand what is important to you, before you invest your money. I use an established process to build personalized strategies and identify the specific actions needed to help my clients reach their financial go
als, and I continue to partner with them throughout their lives to help keep them on track. In addition to being an honors graduate of the University of Florida’s Warrington College of Business, I hold both a master's degree in personal financial planning and the CERTIFIED FINANCIAL PLANNER® certification. I have also earned designations as an Accredited Behavioral Finance Professional™, a Chartered Retirement Planning Counselor™ and a Chartered Retirement Plans Specialist™. When I am not serving my clients and community, my family and I are proud to call the small town of Grant, Florida, our home. Together, my wife, Jessica, my son, Mason, and I enjoy traveling and spending time outdoors.