I spent a significant chapter of my career helping other financial advisors build their independence. At Florida Financial Advisors, I worked with more than 50 advisors, supporting their development and helping them build the structure they needed to serve clients well. That experience gave me a clear sense of what good financial guidance actually looks like in practice, and it shaped what I wanted to build when we co-founded Elevate in 2023.
My focus is on connecting the dots between investments, taxes, retirement goals, and the day-to-day decisions that affect all of them. I aim to be a year-round resource for the people I work with, not someone who checks in twice a year. What I enjoy most about this role is taking something genuinely complicated and breaking it down into steps that feel clear and manageable.
Outside the office, you'll usually find me on Tampa Bay or at the beach with my wife Brooke, our daughter Saylor, and our Dachshunds. Football season means the Seahawks and Florida State, and I'll freely admit that neither fanbase makes it easy.
Credentials:
- Series 7
- Series 66
- SIE
- 2-15