I started in the financial services industry in 1995, after graduating from the University of Central Florida. Since that time, I've become a Certified Financial Planner™, completed a master's degree in financial services from the American College of Financial Services, married my sweetheart, Melissa, and we've been raising a daughter, Tia, and a son, Ethan. I was originally from Pennsylvania, but have lived in or near Ormond Beach since 1984. Besides family, my passion is being in the water either surfing, stand-up paddle boarding, boating, fishing or swimming.
Services Include
- Estate Planning Strategies
- Alternative Investments
- Donor Advised Funds
- Trust Services
- Wealth Planning
- Wealth Management
Securities Agent: AR, IL, PA, NJ, CO, CA, WI, NV, WA, MD, CT, AZ, VA, TN, MI, UT, OR, WY, WV, OH, GA, SC, NY, ME, NC, FL, AL, TX, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1252929