Focus

By focusing on each investor's specific needs, I help develop strategies that help clients reach their financial goals through a process driven model. I have worked as a Financial Advisor to both individual and institutional investors since 2011. I have developed and refined a process designed to help enable me to manage my clients' assets and risk. I can be your sounding board to help guide all of your investment planning needs.

Background and experience

With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

I began my career as a Financial Advisor with Morgan Stanley in Atlanta, GA, where I developed my fundamental investment knowledge. I joined Fifth Third Securities in 2012 to take a team approach in providing personalized financial advice for individuals and families. I joined Wells Fargo Advisors after relocating to Naples, FL.

Growing up with my father a small business owner and mother a registered nurse, I learned to enjoy exploring new places, industries and people. My passion for learning doesn’t end there. I earned my bachelor’s degree at the University of Tennessee and MBA from Georgia State University.

Away from the office

I spend my free time with my wife, Kelly and our sons, Lucca and Vincent. We like to stay active both physically and mentally, whether it’s coaching baseball at Greater Naples Little League or taking relaxing trips to the beach. I especially enjoy golfing, fishing and baseball. I am an active member in my community through church and other non-profits.

CA Insurance License # 4548311 Resident State, FL

Focus

I am a Senior Registered Client Associate for the team and my focus is handling a wide range of day-to-day activities including opening new accounts, transferring assets, making deposits, investing cash, and processing distributions from accounts. In addition, I specialize in working with Estate and Trust accounts. I excel in building strong relationships with clients, taking ownership of tasks, and helping ensure accuracy and thoroughness in all my work. My knowledge and commitment make me a valuable asset to the team.

Background and experience

I have over 30 years of experience working in the financial services industry and have been with Wells Fargo Advisors since 2013. My career has always focused on qualified retirement plan services including retirement, investment and actuarial responsibilities.

My educational background includes earning my Bachelor of Science degree in Economics from Southern Connecticut State University. I earned my CERTIFIED FINANCIAL PLANNER^® professional certification in 2009 as well as my securities registrations and insurance licenses.

Away from the office

In 2019 I relocated to Florida and love living here and enjoying year-round outdoor activities, such as swimming, gardening, biking, walking, and of course shopping. I have two sons and a large family along with friends that live in Naples or visit often.