Your financial needs are our priority. Our advisors respond to each individual’s unique circumstances with independent, comprehensive guidance. We are with you every step of the way.
Whether our members are nearing retirement, changing jobs, experiencing the loss of a loved one, protecting an estate or simply beginning to consider a financial future, we work collaboratively in the following process:
In a confidential setting, we listen and understand our members’ desires and resources.
To provide recommendations, we utilize subject matter expertise, advanced technology and non-proprietary investment and insurance choices made available through our relationship with LPL Financial.
At our members’ discretion, the plan is enacted. We provide technology access necessary for assessment of success and a commitment toward 24 hour responsiveness. Further, we ask for a commitment of regular face-to-face reviews according to our members’ desired timeframe.
I am grateful to have provided investment and planning advice to individuals, families and business owners since 2007. In 2012, I achieved the credential as a Certified Financial Planner™ in order to provide the greatest benefit to my clients.
Prior to my career as a financial planner, I taught high school advanced placement economics and American history while also serving as both a head football and track and field coach.
I have been married to my wife, Christina, since June 21, 1997 and we are blessed to be the parents of two young adults. I serve on the elder board for Creekside Christian Church in St. Johns, Florida and also as an assistant varsity track coach at Bartram Trail High School.
I welcome the opportunity to serve you.
I have had the privilege of providing guidance and assistance in all aspects of financial services to individuals, business entities and families for over 35 years. In 1993, I found that my passion lied in my ability to build relationships by working one on one to develop personalized plans to achieve one’s financial goals. I obtained insurance and securities licensure in 1999.
I am a Tallahassee native, very fortunate to have two successful adult children, Lance and Tiffany. I enjoy involvement in various health, educational and youth organizations which allows me to connect with the needs of my community.
I would appreciate an opportunity to assist you.
I’ve lived in Florida for over 40 years and relocated from the Space Coast to the First Coast in 2020. I’m a graduate of Florida Atlantic University with a dual-major in both Finance and International Business. Upon graduating, I became a Betta Gamma Sigma business school academic honor society member. I’ve been in the insurance, real estate, and financial services field for over 18 years.
I enjoy my role as a trusted Financial Advisor and Planner to learn about my member’s unique careers, their family life, hobbies, and future aspirations. During my spare time, you will find me at the beach surfing, discovering new hiking trails with my dog, or volunteering with an environmental organization.
I would appreciate an opportunity to assist you.
I am grateful to be part of First Florida Credit Union’s outstanding team as the First Florida Investment Services Coordinator, serving as the first point of contact in assisting members with their financial needs. I have over 20 years of experience in the financial industry, from Head Teller to Executive Assistant. I have 2 dogs, a precious Italian Greyhound and a beautiful rescue dog and spend weekends spoiling them or catching the newest movie at the theater.
I welcome the opportunity to assist you!
