For nearly three decades, I’ve helped Tallahassee families, retirees and business owners build financial plans designed around their goals — with a disciplined process and a hometown handshake.
Together we’ll develop a plan designed to meet your goals — and adjust it as your life changes.
A clear, written roadmap that ties your income, savings, investments and goals together in one place.
Portfolios built around your timeline and comfort with risk, and monitored so they stay that way.
Protecting what you've built with the right mix of insurance and strategies for life's surprises.
Knowing when you can retire, how to turn savings into income, and how to make it last.
Passing on your values and assets the way you intend, working alongside your attorney and CPA.
A home, a boat, a business — saving for the big things without derailing the long-term plan.
Every plan starts with listening. From there, I follow the same proven four-step process with every client.
We take an honest look at where you are today — income, assets, obligations and what keeps you up at night.
We set goals and put them in order, so the most important things get funded first.
Every choice has a cost. We evaluate the options side by side so you can decide with clarity.
We put the strategy to work, then meet regularly to rebalance and keep you on track.
I grew up in Tallahassee, graduated from Florida State, and have spent my entire career helping people in this community make smart decisions with their money.
I’ve earned the Chartered Retirement Planning Counselor® designation, and I serve as past Chairman and current Trustee of the Tallahassee Quarterback Club Foundation. When I’m not in the office, you’ll probably find me outdoors or out on the water.
More about me“How can I help you shine?”The question behind every plan I build
Pick a time that works for you. The first meeting is simply a chance to get to know each other and talk about what matters most to you.