Personally

South Florida is where my roots are, but now I call North Carolina home. The beach never quite called to me as the mountains (and seasons) do. Exploring the world is important and a lot of fun for me, whether it’s with friends, family, or solo. So far, I’ve seen Hans Zimmer in Colorado, been rock climbing in multiple states, went cliff diving in Greece with my brother, and gone camping with my girlfriend in almost the middle of nowhere.

Professionally

I graduated summa cum laude from the University of South Florida with a Bachelor of Science in Personal Finance in 2021. Then, I earned my CFP® certification in 2024. During that time, I gained valuable experience working at a fee-and-advice-only financial planning firm and then a fee-only firm managing over $2.5 billion of assets.

Throughout those years, I realized my passion is simplifying the mystery behind personal finance. The system is built upon unnecessary complexity I love breaking down for people. I also learned that another passion of mine is not wearing a tie.

My Ethos

I believe wealth is freedom, and I don’t mean wealth in the typical sense. What I mean by “wealth” is your physical, mental, and financial well-being. When all three of those can sing in harmony, that’s where I believe freedom waits. While I’m not a doctor or a therapist, I am impassioned to help you on your financial journey.