I have been in the financial services industry since 2003 and joined Guardian Wealth Management in 2018. My focus is on developing strategies and solutions based upon the clients’ risk tolerance, time horizon, liquidity needs and overall investment goals. I work with high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. As a seasoned veteran in the field of financial planning I provide advice on wealth accumulation and capital preservation with special attention to innovative wealth management solutions.My approach to wealth management is consultative, objective and committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Finally, I follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.I hold the Series 7 and Series 66 FINRA registrations and am also licensed for insurance in the areas of life, health and annuities. I am a 2004 graduate of University of Central Florida with a B.S. in Business Administration Finance.On the Personal Side:I am a lifelong resident of Winter Haven where I am very active in the community. I currently serve on the board of directors for the Citrus Center Boys & Girls Club and the Salvation Army. In my free time, I enjoy spending family time with my wife Sarah and son Joseph.Disclosure: Asset allocation does not ensure a profit or protect against loss in declining markets.Contact Info:☎ 863-904-4760✉ btm@guardwealth.net🌐 www.guardwealth.net🏢 5116 South Lakeland Dr, Lakeland FL 33813