Bringing Confidence to Your Investment Planning

In my role of Financial Consultant, I work closely with select individuals, families, professionals, and business leaders to develop strategic investment plans that reflect their financial goals, objectives, and aspirations. My process begins by asking appropriate questions and actively listening to your answers. With this information, I construct a tailored investment plan designed to achieve your desired outcome. By understanding what is important to you, I work to develop a relationship based on mutual trust and respect. With access to extensive resources and support, I focus on building, managing, preserving, and transferring your wealth.

Focus

Originally from Orlando, FL, I graduated from the University of North Florida with honors in Finance and Economics. From there, I began my career in the financial services industry with Raymond James Financial. In 2017, I transitioned to Wells Fargo Advisors. Along with holding my FINRA Series 7 and Series 66 registrations, I earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning. This program emphasizes how to evaluate and find solutions for high net worth clients’ and business owners’ complex financial situations.

Away from the office

I spend my free time staying active and giving back to the community. I am involved in Best Buddies of Jacksonville and frequently volunteer with Dreams Come True Foundation and Big Brothers Big Sisters of Northeast Florida. I enjoy relaxing at the beach and trying new restaurants around town. My wife Samantha and I reside in Neptune Beach with our Goldendoodle, Axel.


CA Insurance License Number: 4089186 Resident State FL

Background and experience

I began my career in financial services in 2013 with Service Link where I prepared mortgage refinance documents. After finding an opportunity to expand professionally, I joined Merrill Lynch in the Retirement Benefit Services call center. I learned about 401(k)s, pensions, deferred compensation plans and general brokerage and investment accounts. In 2016, I moved to Wells Fargo Bank as a Personal Banker and obtained my Florida Insurance License (FL-215). In this role, I expanded my product and services  knowledge and experience to encompass general banking and financial services. In 2018 I transitioned to Wells Fargo Advisors. I hold the Series 7, 63 and 66 securities registrations as well as a Florida insurance license. FL 215.

I attended Georgia Southern University.

Away from the Office

I moved to Jacksonville, FL in 2012 for a short-term job opportunity. After joining a dating website at the behest of my sister (“You really should try to meet SOMEONE!”), I exchanged emails with exactly one person and met him for a date. That night, I told my sister I had never met anyone so nice before, and the next morning I starting looking for longer-term arrangements to stay in Jacksonville. Tim (the nicest man ever) and I have been happily married for six years and have two incredibly nice children, Nora and Shepherd. They are, objectively, the most adorable, intelligent and attractive children imaginable and we are enormously proud of them. As a family, we are very involved with our church and love spending time outdoors.

CA insurance license # 4144661 resident state FL