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.
Joined MAI in 2017 and is responsible for partnering with individuals, families, and organizations to develop and implement a financial plan centered around their goals and preferences
Previously served as a Wealth Management Advisor at TIAA where he was responsible for identifying and solving financial planning challenges for high-net-worth clients
Worked as a Financial Consultant for Fidelity Investments in New York City, a Portfolio Specialist for Fidelity Portfolio Advisory Services in Jacksonville, FL, and a Financial Advisor for Edward Jones Investments in Jacksonville, FL
Life Outside of MAI
Active volunteer and member of Riverside Presbyterian Church in Jacksonville
University of North Carolina, BM in Music
University of Oklahoma, Master of Music
New York University, Certificate in Financial Planning
We look forward to learning about your financial goals.