As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2001. I help clients succeed by understanding my clients' unique needs, and then direct teams of specialists-often working closely with other client advisors, such as attorneys and accountants, to provide services that help clients work toward their goals. I live in Orlando, and serve clients in the central Florida area. I enjoy traveling with my wife and two kids. I also love golfing, boating and watching my kids participate in their sports.