As the Senior Vice President at FLC Capital Advisors, my primary responsibilities include investment management, comprehensive financial planning, relationship management, and LIVE advising. With over 24 years of experience in the financial services industry, I am dedicated to helping clients navigate their financial journeys with confidence. I began my career at American Express Financial Advisors directly after graduating from the University of North Florida at Jacksonville. In September of 2012, I obtained my CFP designation, along with Series 7, 63, 66, and California Life Insurance licenses.
I am particularly motivated by "Live Advising," which involves actively encouraging our clients to enjoy the fruits of their lifetime of financial discipline and sacrifice. Our slogan, "Live the life you've dreamed of," underscores our belief that financial planning should emphasize the distribution stage of life, not just accumulation. What I enjoy most about my role is the significant responsibility of helping clients manage the assets they have built up over their working careers. Guiding them to make confident financial decisions in retirement so they can truly LIVE is incredibly rewarding. I believe the greatest value I can provide is assisting our clients in making those confident financial decisions during their retirement years.
A native of Florida, I currently live in Indian Wells with my wife, Nadia, and our two children, Kyle and Nikita. In my free time, I enjoy a variety of sports, including golf, soccer, pickleball, and going to the gym. I played four years of college soccer at the University of Florida, and even became the team captain. My son also loves the sport of soccer, and I enjoy coaching his teams in the local soccer leagues. I also enjoy fishing and spearfishing from my childhood in Florida. Ask me about the “SHARK STORY”!!