Resume Summary

I've worked in the financial services industry since 2021. I served my current firm as an intern for two years before accepting a full-time position. Now a Financial Advisor, I center my approach around client individuality and customization. Each client’s needs are unique and require a financial plan that not only addresses these needs but does so in the most prudent way. Through my current alignment, I have the privilege of being able to create and manage custom portfolios without being beholden to specific products.

I received my Economics BS from the University of Tampa. I currently hold my Series 7 & 66. I will hold my FL-215 by 1Q 2024.

I enjoy being active in my community. I'm an active Rotarian and partner with my club to sponsor events year-round.

I have experience servicing a book of approx. $150M AUM.

I played a crucial role in a firm transition from one BD/Custodian to another with minimal asset departure (<10% of AUM).

I've lived in the Tampa Bay Area for my entire life and am looking for a home to build my book of business.

The ideal opportunity for me would be somewhere that I could service an existing book to earn a salary while I scale my own book to a size large enough to fund my livelihood. I would love to be a part of a current firm's succession plan or explore a buyout from that firm down the road. I plan to offer financial services to the Tampa Bay Area for the entirety of my career and would love the opportunity to provide a golden parachute to an experienced advisor in the area.

I'm skilled on Black Diamond, Wealthscape, RedTail, and Envestnet. However, I have no problem learning a new platform.

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