As a Client Services Associate at Wealth Intelligence, I assist clients by processing service requests, maintaining accurate client information, supporting marketing efforts, and representing our company at networking events. With over five years of experience in the financial services industry, I've developed a keen understanding of client needs and how best to meet them. Before joining Wealth Intelligence, I served as a Hospital Corpsman in the US Navy, worked as a Fraud Analyst at Global Payments, an Insurance Agent at Aflac, and as a medical assistant in various doctors' offices.
Motivated by the opportunity to solve our clients' problems, I take great pride in helping them meet and maintain their financial goals. Being part of a team that focuses on providing lasting solutions, rather than just short-term fixes, is something I truly value.
Among my proudest accomplishments are my honorable discharge from the U.S. Navy, completing the Citizens Government Academy in 2025, and – above all – being a devoted husband and father. I believe the greatest value I can offer our clients is listening and being attentive to their needs. By understanding their unique situations, I aim to provide tailored solutions that align with their goals.
Originally from Florida, I now reside in Georgia with my wife and our four children. In my free time, I enjoy watching basketball, which offers a wonderful way to unwind and connect with my family.