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I provide comprehensive investment planning strategies. If we establish a working relationship, I?ll work with you to help achieve your financial objectives with clarity and confidence. As a Financial Advisor, I am dedicated to helping my clients meet their financial needs - whether you are planning your retirement, saving for your children's education, or looking to preserve your wealth. Previously, I served as a Client Associate with Wells Fargo Advisors, where I supported clients in managing their accounts. I hold a bachelor?s degree in business administration from the College of Central Florida and maintain the following licenses and securities registrations: the Florida Life, Health, and Variable Annuities License, the Uniform Securities Agent State Law FINRA Series 63 Registration, the Uniform Investment Advisor Law FINRA Series 65, and the General Security Representative FINRA Series 7 Registration. My mission is to provide clients with the best advice with integrity and honesty by listening thoroughly and tailoring each plan specific to the client?s needs. I?m married to my high school sweetheart, CJ, and together we?re blessed with two sons, Nash and Jett. Outside of work, I enjoy spending time outdoors and visiting local markets. I look forward to extending my services to you and inviting you to be a part of our family. Together, we can discuss your planning and strategies designed to fit your story.
Investment expertise and advice in an effort to help clients succeed financially






