4+ years as Financial Advisor
Bachelor’s degree in Finance from Florida State University
FINRA Registrations 7, 66
Florida Insurance License
I began my career as a financial advisor in 2019. I joined West Coast Financial Group and partnered with Christian Isaly, a seasoned Financial Advisor. I received my Bachelor’s degree in Finance from Florida State University. Shortly after I began my career at West Coast Financial Group, I attained my Retirement Income Certified Professional (RICP®) designation, which showcases my specialized knowledge in retirement planning strategies.
Beyond my professional life, I find fulfillment in various hobbies that enrich my life and fuel my enthusiasm, such as boating and traveling. I also strongly emphasize giving back to the community through volunteering. I am on the board of "The Beach Responsibly Project," a non-profit organization based in Treasure Island, Florida.
Family time is something I cherish deeply, and I understand the importance of cultivating meaningful relationships with loved ones. Sharing quality moments and creating memories with my girlfriend, McKenzie, and our beloved dogs, Cash and Crew, bring me immense joy.
With my unique combination of financial expertise, vibrant interests, and a heart for giving back, I am more than just a financial advisor; I am a dedicated partner in guiding my clients toward financial success and fulfilling lives.
Here are several reasons why you should consider entrusting your financial future to our specialized expertise:
Retirement Planning Excellence:
For individuals nearing retirement, our in-depth understanding of pension plans, retirement accounts, and Social Security benefits ensures that your retirement plan is comprehensive, personalized, and optimized to align with your unique financial situation and goals. We work collaboratively to create a customized roadmap for your retirement, tailored to suit your lifestyle aspirations, risk tolerance, and time horizon.
Small Business Growth Strategies:
If you're a small business owner, you need a financial advisor who comprehends the nuances of managing and growing a business. Our team of experts specializes in small business financial planning, offering guidance on tax-efficient strategies, investment management, cash flow optimization, and employee benefits. Together, we'll build a solid foundation for your business's financial success and growth.
Wealth Accumulation, Preservation, and Debt Management for Highly Compensated Young Couples:
For young couples with high earning potential, planning for the future goes beyond traditional financial advice. Our specialized approach factors in your unique financial circumstances, such as effectively leveraging debt, risk management, insurance planning, tax optimization, understanding employer benefits, etc. By developing a tailored strategy, we help you build and protect your wealth effectively, paving the way for a prosperous future.
Holistic Financial Guidance and Risk Management:
We believe in providing comprehensive financial guidance to ensure every aspect of your financial life is thoughtfully considered. From tax-efficient investment strategies and estate planning to risk management and asset protection, our expertise spans a wide range of financial disciplines. Rest assured that your financial well-being is in the hands of experts dedicated to safeguarding your wealth.
Long-Term Relationship and Personalized Service:
Our commitment to building lasting relationships goes beyond a single transaction. As your trusted financial advisor, we take the time to understand your evolving needs, circumstances, and goals. We adapt and refine your financial plan accordingly, providing personalized service at every stage of your life.
