There’s nothing more important than planning for tomorrow—today. For more than two decades, that belief has guided my focus in working with clients to establish and achieve their retirement planning goals. Through the leadership of my team, our clients’ lives are changed through solid relationships built on trust, and sound financial advice built on years of experience.
I joined Equitable Advisors in 2003, a few years after entering the industry. By 2005, I assumed the role of vice president, and in 2007 I accepted the leadership role of senior vice president for the Central Florida region.
In my current role, which I’ve held since 2017, I lead the Central Florida Branch of Equitable Advisors, which includes 100 financial professionals amongst several offices serving their communities. Our core values are simple, but significant in how we think about our clients:
- Here for you.
- Evolving with you.
- Experts alongside you.
My team is a proud six-time recipient of the President’s Trophy Award, which is awarded for team productivity and growth to the top ten branches in the US.
I’m passionate about my community and proud to support community organizations such as the Central and North Florida Make-A-Wish Foundation. I’m a graduate of San Diego State University (go Aztecs!) with a degree in Business Administration, Financial Services.
When I’m not working, you can find me cheering for my sons at football and lacrosse games alongside my wife Jill.
California Insurance License #: 0F65813
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.