In 2022, I transitioned my practice to the Winter Park Wealth Group, which is associated with Raymond James Financial Services. It is exciting to own my business and to be able to utilize the expansive suite of services available at Raymond James for my clients.
Most recently I served as a Financial Advisor with Edward Jones in Orlando, Florida since 2015, and prior to that with SunTrust Investment Services since 2005. I am grateful to have assisted clients with their personal and commercial financial needs since 2003.
I attended the University of Florida, graduating with a Bachelor of Arts degree in 2002. In addition, I received the CFP® designation in 2015.
My wife Theresa and I have lived in the Orlando area since 2003. We have two sons, JD and Ben. ,p>
I'm an active advocate in our local school system. I believe in being a full partner in the community in which I work and live. I am also active in the Orlando Rotary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.