I’m a Financial Advisor with Raymond James & Associates Inc. in Lakewood Ranch, FL and with seven years of experience in the financial services industry, I'm committed to helping individuals and families gain confidence in their financial future. By developing personalized financial plans, I strive to simplify complex financial decisions so my clients can focus on what matters most to them.
I am called to serve with integrity, wisdom, and compassion — going beyond expectations to help others flourish financially and personally. Guided by faith and a commitment to excellence, I strive to lead with grace, listen deeply, and act in the best interest of those I serve, knowing that true impact comes not from obligation, but from care. I am a CFP® professional and believe financial advising is more than numbers — it’s about relationships, trust, and stewardship. I aim to exceed expectations by anticipating needs, educating clients, and offering personalized guidance rooted in empathy and integrity. My goal is to help clients not only achieve financial success but experience peace, clarity, and confidence in every season of life. I graduated from the Virginia Military Institute in 2018, where I developed a strong work ethic and a value-driven mindset that continues to guide my approach to financial planning and wealth management.
I grew up in Roanoke, Virginia and now live in Bradenton, Florida with my wife, Helena. I'm an active member of my community and church. Outside of the office, I enjoy playing volleyball, pickleball, spending time with family and friends, and rooting for the Washington Commanders. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.