Managing Associate / Financial Advisor
I am the Managing Associate and a Financial Advisor at our Pensacola, FL location. I specialize in helping find the best solutions to your financial problems whether it be through risk management, income protection, retirement planning, or education funding. But it didn’t start here.
When I was in my 20’s, I remember being taken to a financial planner, and while I didn’t know it then, it would change my life forever. From that moment forward, I started taking my finances seriously, which then led me to take my career and life even more seriously. I saw the positive impact that financial planners had on people who needed their services the most, which drove me to do the same for others.
I spent over 20 years in the U.S. Marine Corps until I retired in 2019. While enlisted, I obtained a B.S. in Business Administration, and then attended Syracuse University where I obtained my M.S. in Logistics, Materials, and Supply Chain Management. Both degrees provided me the knowledge to give my clients an honest look at where they are, where they want to go, and the best way to get there.
When you walk through my door, the last thing we discuss is a product or investment vehicle. I want to address your problems head-on. Let’s talk about what keeps you up at night. What financial battles are you up against now that I can fight with you? What tools do you need to fight past your fears and achieve a future of financial freedom? I focus first on educating my clients, providing them options, and allowing them to choose what’s best for their family. I always seek to give my clients ownership of their plan.
When I’m not assisting clients with their financial goals, I love to teach, train, and compete in Brazilian Jiu Jitsu as a black belt! I currently live in Pensacola, FL with my lovely wife Juliana.
My certifications are in Life, LTC, DI, Annuity, Series 7.