MANAGING PARTNER    INVESTMENT & WEALTH MANAGER  Registered Investment Advisor

MANAGING PARTNER
INVESTMENT & WEALTH MANAGER
Registered Investment Advisor

I am an Investment and Wealth Manager and have the lead responsibility to serve and build relationships with our clients in the West Palm Beach branch. I have a keen understanding of many products available in the financial services industry. I excel in training and educating the firm’s clients in strategic ways to build their portfolio. 

I spent nearly 7 years in Iraq serving as a Private Contractor Firefighter. During my time overseas, my passion for helping and serving others continued to grow. When I returned home, I made the decision to join the firm. Since then, I have been working to serve and educate my clients to help them live debt-free and provide a clear path for them to reach their financial goals and dreams. 

I am a Registered Investment Advisor and life insurance producer in Florida. I also hold a plethora of Fire Science Certificates and am registered with the National Registry of EMT’s. I enjoy living on the beach, but also fishing, hunting, and scuba diving. Have a question or want to connect? You can also reach me at:

Email: [email protected]
Phone: (561) 537-1759
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