Our team

For more than 30 years, I’ve had the privilege of helping individuals and families navigate their financial lives with confidence and clarity. Building lasting relationships and watching the families we serve grow and prosper continues to be one of the most rewarding parts of what I do.

My wife, Toni, and I relocated to Miramar Beach from Mississippi several years ago and are grateful to now call the Emerald Coast home. We have a daughter and two wonderful grandchildren in Mississippi and travel back often to spend time with them.

We are active members of Good News Church and regularly volunteer with the Open Door Food Pantry in Walton County. Giving back to the community and serving others is something that remains deeply important to us.

I am passionate about helping individuals and families make confident financial decisions and building lasting relationships rooted in trust and personalized guidance. For me, this business is about far more than investments — it’s about being someone clients can rely on through every stage of life.

I earned my finance degree from Auburn University and bring a strong work ethic, attention to detail, and client-first mindset to every relationship. Working alongside my partner, who has more than 30 years of experience in the industry, gives me the opportunity to combine a modern perspective with seasoned insight to better serve our clients.

Having grown up around the Emerald Coast, I value the relationships and sense of community that make this area so special, and I’m grateful for the opportunity to serve the individuals and families who call it home.