Specialties
About Me
I am a CERTIFIED FINANCIAL PLANNER™ professional for Capital Investment Advisors since 2022.
Prior to joining CIA, I gained meaningful experience in equity research at UBS Wealth Management and developed extensive expertise in options trading. These experiences gave me a unique perspective on portfolio construction, income generation, and risk management. I am passionate about guiding families toward a secure and fulfilling retirement by helping them navigate retirement planning, tax planning, estate planning, investment strategies, and lifestyle choices. I believe that retirement should be a time of joy and peace, free from financial stress, and I take pride in providing the knowledge and support families need to achieve their retirement/life goals. Whether it’s ensuring they have a steady income, planning for healthcare, or helping them create meaningful experiences, I am dedicated to empowering families to enjoy their golden years with confidence and happiness. I dove into the world of finance after a career in tennis. I was ranked #1 in Brazil for nearly two years in the U18 category before receiving a student-athlete scholarship at Auburn University and the University of Alabama at Birmingham (UAB). I was honored to be the team captain for the UAB men’s tennis team and I graduated from the Collat School of Business at UAB with a double BS degree in Finance and Economics. I also received MBA from UAB while serving as an assistant coach for UAB mens tennis team.
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Interests & Hobbies
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Credentials
RICP, CFP
Chartered Designations
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Disclosures
Investment advisory services are offered through Capital Investment Advisors, LLC (“CIA”), a registered investment adviser. Registration does not imply a certain level of skill or training. The information provided on this profile is for informational purposes only and should not be considered investment, tax, or legal advice. Past performance is not indicative of future results. A client relationship is established only after Capital Investment Advisors, and the prospective client have executed a written advisory agreement. Until that time, all discussions are preliminary and for educational purposes. Couplr AI and The American College are independent third-party platforms not affiliated with Capital Investment Advisors, LLC. Any referral or introduction through these platforms does not constitute an endorsement, guarantee, or recommendation by Capital Investment Advisors.