I am a Financial Advisor, Field Director, and Senior Vice President with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, Boca Raton, and Palm Beach Gardens. I believe in the importance of what I do and strive diligently to help my clients feel comfortable and secure with the process of planning their financial future. I am passionate about working with and for my clients, helping guide them through the five phases of their financial life: 1) Accumulation, 2) Growth, 3) Preservation, 4) Distribution, 5) Transfer and Legacy. I have more than 10 years' experience working with individuals, families, physicians, professionals, and businesses. I specialize in putting together a financial strategy that helps to ensure my client and their family are prepared for whatever life may throw at them.
I earned a BA in Economics from Brigham Young University and am a SmartVestor Pro.* My background is in banking, where for years I helped families work through debt and other financial strategies and solutions.
I served a full-time, two-year mission in Russia, Kazakhstan, and Belarus. I speak English, Russian, and some Spanish. I have a diverse background having lived in Utah, New York, Germany, England, Russia, Kazakhstan, and Belarus. I serve as an active member of the LDS Philanthropies' Gift Planning Leadership Council, and in leadership with my church at the local level.
Personally, I enjoy playing tennis in my spare time, and am actively involved with my church and community. I love to travel and spend time with my family. My wife Monica and I reside in Mount Dora, Florida with our six children and three family canines.
Orlando Office | 321.304.4000
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