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 more than eight years of 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 are enjoying watching our young daughter Avalynn grow. 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.