232 S Courtenay Pkwy,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Wealth Planner and Owner
FINRA Series 65, 63, 6, 7 licenses.
I have been in the insurance industry since 2000. Working in a captive insurance agency and financial services system until April 2021. When I decided that system didn't work well for my clients or myself, I joined up with Cambridge Investment Research and TAG Advisors to provide a better experience for my clients.
I am a business owner but a family man first! I am so blessed to be in the Merritt Island community with my wife Erin, and my three boys Tucker, Benson, and Brooks! I strive to be a positive example in the community through volunteering. I bring financial knowledge and trustworthy advice to all of my professional relationships.
Proverbs 15:22, "Without counsel, purposes are disappointed, but in the multitude of counselors they are established."
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.