I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, and Boca Raton. I have served as a financial professional since 2011, beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank, where I moved to Columbus, Ohio to complete a yearlong rotational program learning the many areas of financial services as well as obtaining the registrations required to be a Financial Advisor. I currently hold the Series 7 General Securities Registration, the Series 66 State Securities Law Registration, and the Florida Life, Health & Variable Insurance License.
As my career has progressed, I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor who continues to educate myself on the needs of my clients. Over the last 10 years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs.
To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation, I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready!
Since joining Evershore Financial Group, my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with clients in not only the Central Florida area but in Georgia, Ohio, Massachusetts, Arizona, Texas, Utah, North Carolina, South Carolina, New York, Illinois, Kentucky, Wisconsin, & Pennsylvania. The wonderful part of being an independent financial services firm is that we have the ability to help solve our clients’ financial needs regardless of their location.
On November 5th, 2022, I married the love of my life Lauren, we met while at Florida State University where we were close friends. By chance we were both in New York for business in the spring of 2019 & after getting dinner together, our relationship blossomed into the loving relationship we have today. Our beautiful daughter Daphne made her debut in March of 2025 & we have one “Fur Child”, a feisty Chihuahua named Phoebe! Outside of the office, my favorite pastime is playing golf, it is an activity that provides challenges, camaraderie, & time outdoors. I am currently a single-digit handicap & never shy away from an invite to play in a charity scramble!
Orlando Office | 321.304.4000