Having spent over a decade serving as a financial advisor to families and small businesses across the country, I understand that part of building a successful strategy is knowing who is on your team and what they bring to the table when it comes to helping you reach your long-term financial goals.
Starting in 2012, I came to the financial services industry after serving seven years in the U.S. Army. Having held various positions in the military and learning many lessons, the three that relate most to my responsibilities as a financial advisor are risk mitigation, having personal integrity and basing all decisions on the ideals of selfless service. I strive to make these three philosophies part of what I do, every day.
Originally from Boston, Massachusetts, I attended Bentley University where I received my Master of Science degree in financial planning, then continuing with my career in the Army’s Military Police Corps. After my time in the military, I began my wealth management career in the Washington, D.C. area. and in 2022, my family and I relocated to the Tampa, Florida region. My wife and I, along with our two children and our dog Winston love the gulf coast! In our spare time, we enjoy kayaking, going to the aquarium or zoo and playing in the backyard.
I believe that strong relationships built on trust and understanding are crucial to the success of every organization, and in my view, the most important aspect of what I manage at my practice. All elements of even the most basic daily tasks are aligned to help me better understand my clients, their families and their objectives. I am focused on you, the individual, and I always remember that nothing is accomplished without the understanding and partnership of our clients. Providing client-centric, goals-based advice is not just a methodology for me, it's a passion.
And I'm not alone. I am fortunate to align myself with Raymond James Financial, one of the industry's leading financial services providers. I also work closely with my clients’ CPAs, estate attorneys, mortgage brokers and a whole host of other professionals that help bring your goals to life and keep you on track to making them become a reality.
My family and I are looking forward to building new relationships, whether that is here within our community in the Tampa Bay area or across the U.S., working with family and friends of our clients that we might be of service to. I hope that includes you and your family too!