Specialties
About Me
I am passionate about helping clients review their personal situations.
This includes developing the right financial planning steps, appropriate investment strategies, and careful estate planning considerations. I started my financial planning career focused on serving military families across the country. Along the way, I evolved into supporting small business owners, government employees, widows, and individuals who have been divorced. I focus on financial planning, incorporating the right investment strategy and tax-efficient strategy. No plan is the same; I work with every client to design the plan around their personal situation. Previously, I was a member of the management team for both a life insurance and trust company, operated a ship brokerage company, worked as part of the Homeland Security Emergency Preparedness team with Booz Allen, and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. I earned my Bachelor of Science from the United States Merchant Marine Academy and hold an MBA in Finance. I spend most of my free time with my wife and three boys. I enjoy assisting and coaching the teams my boys play on.
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Interests & Hobbies
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Credentials
CFP®, CTFA, ATFA, MBA
Chartered Designations
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Disclosures
Advisory Services Offered Through Victrix Investment Advisors LLC, a Registered Investment Advisor. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. Please remember to contact your advisor if there are any changes to your financial situation or investment objectives, or if you wish to impose or modify any reasonable restrictions to the management of your account. A copy of our current Part 2 of Form ADV is available for your review upon request. Please contact us at (772) 233-2052 if you have any questions.