As Managing Partner and CEO of Premier Private Wealth Management, I work closely with individuals and families navigating significant financial transitions—such as retirement, inheritance, and major life changes—helping them simplify complex situations and make confident decisions about their future.
With over 15 years of experience, I specialize in tax-efficient wealth management and comprehensive financial planning for high-net-worth clients, many of whom are managing newly inherited assets, planning for retirement, or consolidating multiple accounts into a cohesive strategy. My focus is on bringing clarity and structure to moments that can often feel overwhelming.
I take pride in helping clients reduce complexity, avoid costly mistakes, and create a clear path forward—whether that means restructuring portfolios, improving tax efficiency, or aligning their financial plan with their long-term goals.
Prior to joining Premier Private Wealth Management, I worked with Waddell & Reed and Gulf Coast Advisors, where I built a strong foundation in portfolio construction and client strategy. I hold the Accredited Wealth Management Advisor® (AWMA®) designation and earned my bachelor’s degree in business with a concentration in Finance from the University of South Florida.
Originally from Maryland, I’ve spent most of my life in Florida and currently live in Palm Harbor with my wife and our five children. Outside of work, I enjoy boating, fishing, and spending time with my family.