As a Senior Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and tax- efficient investment strategies around your goals and needs. I am certified as a Fundamental Choice Portfolio Manager which allows me to offer customized portfolios managed in a discretionary manner following a consistent approach to managing risk. Having an entrepreneur mindset, I stepped away from Advising to start my own Real Estate Brokerage firm in Las Vegas, NV & Newport Beach, CA. I believe this gives me a unique perspective when clients hold multiple properties in their overall portfolio from a planning perspective. Understanding the challenges of a business owner is something I can relate to firsthand. I hold a degree in Clinical Psychology from Towson University allowing empathy and insight into difficult family dynamics which influence Investment decisions. Now a Senior Financial Advisor, First Vice President - Investments with the Sarasota office of Wells Fargo Advisors, I’m proud to work for a company with a heritage of helping clients succeed financially. Away from the office, I enjoy traveling, motorcycles, spending time with family. My wife Stormy and I live in Lakewood Ranch with our children, Skyler & Ryker. I take a hands-on approach to financial advice and always welcome the chance to discuss your ideas, concerns, and questions.

Advice for your full financial life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions.

Retirement income planning

An often-overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, create an income stream, and ensure your income can support you for years to come.