I was born and raised in West Palm Beach. I attended Michigan State University, where I studied Finance. While at school, I began my financial services career working at Michigan State Federal Credit Union and interning at JP Morgan. After graduation, I moved to Chicago and began working at Merrill Lynch. I moved back to my home state of Florida, and in 2025 I accepted an opportunity to be a part of South Florida Tax Solutions.

My focus is on tax planning and strategies for individuals and businesses. I prioritize a personalized approach, dedicating time to understand each client’s distinct situation and goals. My commitment is to offer clear, actionable guidance while fostering enduring relationships built on trust and transparency. I live in East Boca Raton with my fiance Isabella and our dog Bowie, and we enjoy boating, playing golf and spending time with family. 

Advisor’s certifications and designations include:

• EA Enrolled Agent
• CRPC® Chartered Retirement Planning Counselor℠ 
• APMA® Accredited Portfolio Management Advisor
• Series 7, 63, 65, and 215 licenses