Location Boca Raton, Florida, United States Regions Greater Miami Area, East Coast, Southern US Gender Male
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Money has been an interest of mine for a long time.
An internship at 20 years old was where I first realized that I wanted to help people manage their finances. However, Rome was not built in a day and the expertise I needed to be successful wasn't there. So I started my educational journey on the distribution side of the financial business,
focusing my expertise on a single product while meeting with thousands of advisors, slowly learning what it takes to provide a quality financial planning practice. It starts with being a fiduciary who looks out for his clients like they were part of the family. It is followed up with transparency and open communication so investors have a better understanding of their financial picture. It concludes with a lasting relationship that is designed to be both satisfying and rewarding.
When I am not in the office, I love to go fishing, play pick-up basketball, attend Cross-fit 210, laying out on the beach with my wife Lindsay, our 3 year old daughter Kaia and our newborn son Nash.
