Underlying financial stress and anxiety are a big deal. I've been there before myself, know how it feels and will never go back. In fact, my mission in life is to help others gain financial peace, live abundantly and give generously.

I know finances can be confusing and intimidating so with the heart of a teacher, I'll provide clear, understandable and practical advice to help you experience that light bulb moment and have clarity.

My Core Values and Guiding Life Principles:

1. Faith
2. Family
3. Legacy
4. Fun
5. Excellence

Specializing in...

• Retirement Planning
• Budgeting, Saving & Debt Elimination
• College Funding Strategies
• Investments & Wealth Building
• Life Insurance & Protection
• Disability & Extended Care Insurance
• Social Security Planning
• Tax Planning & Efficiency
• Trust Services & Estate Planning

My wife, Jennifer, and I live in Oviedo, FL and have an eight year old son, Connor, who keeps us on our toes, along with our Havanese pup, Noel, who is as sassy as she is cute. We attend Church of the Commons in Oviedo and enjoy spending time together as a family. Thanks for taking the time to learn a bit more about my story. I hope to get to know your story very soon and look forward to serving you!

Licenses, Registrations & Education:

• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance License in CA, CO, FL, IL, NC, NJ, OH, TN, TX
• Lifework Leadership Orlando Alumni
• Bachelor of Arts from University of Central Florida

Proudly serving the residents of Oviedo, Winter Springs, Orlando and throughout the Central Florida area. Also licensed in the states of CA, CO, IL, NC, NJ, OH, TN and TX.