I serve a select group of successful business owners and professionals, many of whom aspire to a work-optional lifestyle. Using an established process, I help put the pieces of your puzzle together by understanding what matters most to you, building personalized strategies to reach your goals and cultivating a genuine relationship that supports you throughout life's journey.

I'm proud to be a limited partner at Edward Jones since 2019 and hold the AAMS® designation through the College for Financial Planning®.

I'm actively involved in local causes like the Schoolhouse Children's Museum where I am a board member, the Alzheimer's Association, Marine Corps Toys for Tots, and the Palm Beach County Food Bank. I've also served in leadership and advisory roles supporting the Boynton Beach community.

I live west of Boynton Beach with my wife, Kelli, and a Westie named Lily. We have two children, Adena and Ryan, and two grandsons, Perry and Myles.

Our office team is led by Tara Barnes — a Boca-Delray native dedicated to providing personalized service aligned with your unique financial goals. She currently lives in Lantana and has two wonderful daughters.

If you're ready to explore whether we're the right fit for your journey, please reach out via phone or email. We'd love to walk the road with you.