A legacy for generations

I focus on family wealth planning and the ability to leave a legacy by bringing our teams talents and experience, backed by the broadest range of resources from within UBS and third-party partners, to provide you with the relevant insights and timely strategies to help grow and protect your assets.

I serve a dynamic clientele of successful professionals and family stewards, both working and retired, by creating customized wealth management plans based on your unique current and future financial needs. I guide clients through the financial planning process to clarify what you want to achieve with your assets and then develop a financial plan to meet your goals. I systematically implement the plan and feel rewarded by seeing the positive changes in our clients’ lives.

I have over 16 years experience helping clients prepare for their future, beginning my career during one of the equity market’s most tumultuous periods. Prior to joining UBS in 2009, I worked with clients at Northwestern Mutual Financial. I am an Accredited Asset Management Specialist (AAMS), a designation which signifies a high level of consulting expertise with investments, insurance, tax, retirement, and  estate planning issues. I earned my undergraduate degree from the University of South Florida.

My wife and I have two children, Avalynn and Lyndon. Together we own a salon in Venice, FL, and we are actively involved in the Sarasota community. I am a member of several community organizations and athletic groups. I enjoy competitive running, triathlon, and golf. Not afraid of a challenge, I have competed in two full Ironman Triathlons and several ultra-marathons.