I love boating, delicious food and exploring the world with my wife Jenny, our daughter Pierce and son Beck.

I play golf, fantasy football and enjoy watching sports. Lately, I have been becoming more involved in diving.

Kolbe score: 8-7-5-1 (I am high fact finder and high follow thru; strategic planning is my thing).

Myers-Briggs: INFJ-A (nothing lights up an advocate like creating a solution that changes people’s lives).

As for credentials, I graduated from the University of Central Florida with a bachelor’s degree in finance and minor in economics. I completed the Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University. I have held the series 7 (General Securities Representative), 24 (General Securities Principal), 27 (Financial Operations Principal), 57 (Securities Trader), 63 (Uniform Securities Agent State Law) and 66 (Uniform Combined State Law) securities licenses, but only my series 66 remains active because its the only license required to be a fee-only fiduciary advisor.