About me: Personally

My wife, Sarah, and I have been married since 2006 and love living in the community of Tallahassee. Sarah graduated from the FSU College of Law and spent many years with the Florida Department of Elder Affairs where she served as the State Legal Services Developer. She is currently an Elder Law and Estate Planning Attorney with Waldoch and McConaughhay, p.a. Her career has been shaped by a desire to make legal representation and information available to some of our state's most vulnerable residents.

We have two daughters: Caroline (17) and Allison (15) who bring us joy and constant opportunities for growth. They both currently are very involved in activities both through school and church (dance, Anchor Club, FCA, youth group, and youth group leadership team). They are in 12th and 9th grade at Leon High School.

I spend most of my time away from the office engaging with my family and spending time on the courts/bike/road (I am an avid almost athlete in anything from pickleball to endurance sports). I began running in 2010 and continue to find competitive pursuits. I've been fortunate to run events ranging from 5k to an ultramarathon. I've also expanded into biking and rowing as my home gym continues to grow and evolve!

About Me: Professionally

I've worked as a financial planner since graduating from The Florida State University's College of Business with degrees in Finance and Management. While in the industry, I have also pursued additional education and designations in order to stay on the cutting edge of research and information for my clients.

I am a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional (WMCP®), Retirement Income Certified Professional (RICP®), and a Chartered Advisor for Senior Living (CASL®). These designations allow me to serve my clients in their planning needs no matter their stage of life.

I have been, and continue to be, involved with many organizations throughout my career in an attempt to serve the community to the best of my abilities.

Some of the organizations that I currently work with are:

Tallahassee Senior Center (providing financial counseling)
Four Oaks Community Church (deacon and financial counseling)

Some of the organizations that I have worked with in the past are:

Florida State University's Center for Academic and Professional Development (CFP® faculty member)
The Florida State University College of Business (establishing and leading the Recent Alumni Board)
Lone Star Financial Education (CFP® faculty member)
Dave Ramsey's Financial Peace University (class coordinator)
The Coalition on Aging (participant)