
Born and raised in Orlando, Florida, I’m a lifelong Floridian who somehow survived both the heat/humidity and the theme parks. I’ve been married to my college sweetheart, Kim, since 1995, and together we’ve raised two now-grown, successful children, which may be my most significant long-term investment.
I’ve been in the financial services industry since 1998, serving thousands of families with one simple goal: helping them make confident, well-informed financial decisions—without the jargon or pressure. I am a Chartered Special Needs Consultant, something near and dear to my heart – helping families with children with special needs understand the benefits they are entitled to, and how to protect their child(ren) long after mom and dad can no longer. As an Investment Advisory Representative and a Personal Financial Representative, I hold all the required licenses to act as a fiduciary for my clients (yes, that means your interests come first—always).
Today, my practice serves clients at every stage of life—from young families building a strong financial foundation through life insurance and college funding, to those approaching and living in retirement. I use holistic, goal-based planning to connect protection, investments, income, and real-life decisions. In short, I help people make wise financial choices early, stay on track through the years, and ultimately turn decades of hard work into a retirement that actually works—so they can spend more time enjoying life and less time worrying about money.
We build solutions for your personal life, ensuring you & your family are protected.
Want to insure your home, cars, boats, jewelry, collection, art, or anything else? We have the knowledge and expertise to ensure your lifestyle is properly insured.
Home & Auto
We take a holistic approach to your situation to provide the best coverage, and help you save money too by bundling coverages where possible.
Life Insurance
A proper life insurance policy can help protect your family’s financial stability, replace lost income, address long-term obligations
Motorcycle, Boat, RV
We work with multiple carriers for all your toys to match you with coverage that fits your needs and budget without compromise.
Umbrella
Provides an additional layer of liability protection when a major accident or claim exceeds the limits of your underlying personal policies.
General Liability covers injuries occurring on your business premises or business activities that cause damage to someone else’s property. We help you get same day coverage.
A BOP is a cost effective way for business owners to get general liability and commercial property insurance combined into a single policy.
Vehicles used for business purposes, such as delivery trucks or service vehicles. Includes liability for accidents and physical damage.
Workers’ compensation is usually required by law in every state. It provides coverage for medical expenses, lost wages, and rehabilitation costs for on the job injuries.
Cyber liability insurance helps cover the costs associated with data breaches, including legal fees, notification costs, and credit monitoring for affected customers.
Also known as Errors and Omissions (E&O) insurance, provides coverage for claims arising from professional errors, negligence, or malpractice
Covers physical assets such as the business building, inventory, furniture, equipment, and fixtures against risks like fire, theft, vandalism, and natural disasters.
Covers for structures under construction, providing protection against damage from fire, theft, vandalism, Also covers materials, equipment, and supplies on-site.






