Financial Representative / Enrolled Agent
➢ FL 2-15 Licensed (Life, Health & Variable Annuities License)
➢ Bachelor’s Degree in Business Management with a concentration in accounting from Saint Leo University (2018)
➢ Enrolled to practice before the IRS
➢ Born in Oregon and has been living in Northeast Florida since 2006.
➢ Married to Laura since 2004
➢ Has 2 children (Keila and Luca)
➢ Member of National Association of Enrolled Agents (NAEA)
➢ Hobbies include Family time, Soccer, Tennis, Bowling, Traveling, Reading.
“My client’s needs come first. At Family Tree, we’re taught to offer completely unbiased recommendations and I wouldn’t have it any other way!”