Born in New York City to parents who met working on Wall Street, finance is in my family. My early formation consisted of observing those I look up to most champion others to become proud of their finances. Growing up on the southwest coast of Florida, my love for fishing and the outdoors blossomed against the backdrop of a community deeply connected to the rhythms of nature.
After earning a BS in Finance from the University of Central Florida, I spent eight years as an Advisor at another financial institution. It was during this time that my passion for unraveling financial complexities found its roots, particularly in assisting widows and navigating planning intricacies. Eager to broaden my impact, I ventured into entrepreneurship, establishing my own finance firm—a journey marked by wisdom and growth. In my financial approach, I advocate for universal financial empowerment. My mission involves championing financial literacy to empower individuals and families to take control of their financial journeys. I blend traditional principles with a commitment to staying at the forefront of financial knowledge.
Beyond finance, my heart lies in land and water conservation, reflecting a commitment to responsible stewardship. In my free time, I can be found hunting with my Brittany Spaniel, Remi, knee deep in a trout stream or miles off the coast, enjoying the pleasures of gardening, and laughing with my amazing wife.