I’m a CFP^® professional and Lead Wealth Manager helping individuals, families, executives, and business owners build long-term financial plans and investment strategies.

With more than 25 years in the financial services industry, I help clients navigate retirement planning, tax planning, estate planning, portfolio management, and major financial events such as the sale of a business.

Based in St. Augustine Beach, Florida, I work with clients locally throughout Northeast Florida as well as remotely across the country.

I live in St. Augustine Beach with my wife Ashley and our two sons. I have a passion for people and the markets, and when not working, I enjoy watching my favorite sports teams.

At Thayer Partners, I believe it may be time for a new approach to the journey ahead, one based on what matters most to you. My aim is to connect you with the advice, guidance, and care you need to help you and your family navigate the path to a better financial life. I provide the resources and support needed to help you achieve your financial goals.

If you’re looking for guidance on retirement planning, tax planning, estate planning, wealth management, or preparing for a liquidity event, feel free to connect with me.