I started my career in 1995 with Suncoast Credit Union in Inverness FL. In 1998 I joined AmSouth Bank to start my investment training and to obtain my investment licenses. Through a few mergers and acquisitions, ultimately in 2013 we were purchased by Raymond James, to where I spent a total of approximately 24 years as a full service financial advisor, prior to joining Wells Fargo Advisors in 2022. Through the years of being an advisor, I have seen and experienced a variety of market cycles including the 2000 tech bubble and the Great Recession of 2008. My job is to inform and educate my clients of market conditions, risks, asset allocations, insurance concerns, and many other investment planning matters. My job and the trust my clients place in me is of utmost importance, day in and day out. The foundation of my business is honesty.

I am honored to work with a wonderful staff and a great client base. Every investment relationship is unique, and extremely important to me. I have been blessed over the years, to work with great clients, and many times my clients’ family. I work diligently attempting to ensure my clients’ success. I really strive to treat each and every client as family, and this approach has provided me with many long term relationships. I recently was awarded the honor of being named one of the Best-In-State Wealth Advisors by Forbes in 2019 and 2022. This recognition will only serve to motivate me to continue growing the relationships I have with my clients.

I have been married for 23 years to my amazing wife Kimberly. Though Kim and I waited many years to have children, we now have two; our son Camden who was born in November of 2013, and our daughter Mackenzie born in July of 2015. As anyone with children would know, they are the most amazing blessing the Lord has ever provided me. Kim and I attend First Baptist church of Ocala. When not working, my spare time is enjoyed with family and friends typically on the water.

 

Investment and Insurance Products:

•  NOT FDIC Insured
•  NO Bank Guarantee
•  MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.