We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Brings nearly 30 years of experience in wealth management and financial services to his role as National Head of Business Development, where he focuses on organic growth and distribution
Joined MAI following a 27-year career with Fidelity Investments where, as Vice President Market Leader he was responsible for Fidelity’s Personal Investments division in North Florida, South Carolina, and Georgia
Life Outside of MAI
Active in several nonprofits, namely Golf Fights Cancer
Resides in Ponte Vedra Beach, FL with his wife of 20 years and their two children
University of North Texas, BA in Business
We look forward to learning about your financial goals.