I am attracted to the field of investments and financial planning because I believe it allows me to help people achieve their long-term financial goals and to live more fulfilling lives. With 20 + years of benefits and investment experience, I ascended to the role of First Vice President and have achieved President’s Club status recognition each year since 2018.

Prior to joining Raymond James, I worked as an institutional investment consultant for Arthur Andersen where I advised companies on their pension plans, 401(k) plans, foundations and endowments.

Originally from Palm Beach Gardens, FL, I obtained a Bachelor of Science Degree in Finance at Florida State University. I now reside in East Cobb with my wife and 2 children. Specialties: Retirement Planning, Investment and Estate Planning, Insurance, Long Term Care, and 401k Consulting. Additional Financial Planning skills: Education/College Funding, Pension Analysis & Stock Options Optimization, Donor Advised Funds and Tax Loss Harvesting.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.