I am an experienced Financial Advisor with a focus on serving business owners and high net worth families. My career is dedicated to helping clients thrive financially by providing tailored solutions and a holistic approach to wealth management.In my role, I specialize in several key areas, including Investment Management, Tax Aware Investing, Estate Strategies, Business Succession Planning, Charitable Planning, and Tax Efficiency Strategies. These specialties allow me to offer comprehensive financial guidance to my clients, addressing their unique needs and goals.I hold prestigious certifications, including being a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Retirement Planning Consultant™. I'm also a graduate of Leadership Jacksonville, which has further enriched my leadership and community involvement skills.Recently, I achieved a significant academic milestone by completing my Doctor of Business Administration (DBA) degree from USF. My research during this program was centered around Comprehensive Financial Planning for Business Owners, demonstrating my commitment to continuous learning and staying at the forefront of the industry.Outside of my professional work, I am deeply involved in my community. I proudly serve on the Advisory Board of GrowFL and previously held the position of President on the Board of Directors for The Economic Roundtable of Jacksonville. I was honored as a 40 Under 40 recipient. These roles allow me to contribute to the economic growth and prosperity of the region I call home.I am fortunate to be part of Farther, an innovative financial institution that combines expert advisors with cutting-edge technology to provide a personalized client experience. We cater to high-net-worth families, business owners, and institutions who seek a comprehensive approach to managing their wealth.Feel free to connect with me if you're interested in exploring how we can work together to achieve your financial goals and secure your financial future.