I am a Financial Planner at Harborview Planning & Wealth Management, where I specialize in retirement and investment planning. With over 15 years of experience in the financial services industry, I am passionate about helping clients understand the importance of planning for their future. Retirement planning is a critical aspect that many overlook, and I strive to convey the value and impact that effective planning can have. In investment planning, I help clients understand and mitigate risk, guiding them through the temporary storms of market volatility to seek to ensure their portfolios align with their goals.
Before transitioning to financial services, I worked in law enforcement for the State of Florida. My academic background includes an MBA in Finance & Accounting from Regis University and a bachelor's degree from Huntingdon College. My career has been driven by a desire to assist clients in pursuing their financial goals, motivated by the ever-changing landscape of financial planning.
I've always had a passion for helping people, which was reinforced as I watched family members struggle after a death. I realized the profound impact that simple planning can have on generations. In my role, I most enjoy helping people become the heroes of their own stories. I am here to guide them, helping them navigate the challenges they might face. I take pride in breaking down complex financial concepts into understandable language. Our industry often complicates simple things, but I believe it's important to explain the "why" behind recommendations. Clients want to feel comfortable and trust the people guiding them, and I aim to be that trusted advisor who communicates clearly and effectively.
Originally from Port St. Joe, Florida, I now reside in Cape Coral with my wife, Michelle. Outside of the office, I am actively involved in SHRM (Society for Human Resource Management). What began as a way to connect with local business leaders evolved into a leadership role on the local chapter board, and I now serve as the District Director covering three chapters. In my free time, I enjoy fishing, although I don't get to do it as often as I'd like. Growing up, I developed a passion for hunting and fishing, as well as firearms. I enjoy going to the range and challenging myself to improve each time. My background in law enforcement included being a firearms instructor, and I love both teaching others and learning new skills.