Wealth Advisor

My path into financial planning began with humble roots and a lack of financial education in my own family. Watching my family in Puerto Rico navigate the challenges following Hurricane Maria showed me how much clarity, preparation, and guidance truly matter. That experience, grounded in my faith and a desire to serve others well, motivated me to pursue a career in financial planning, helping clients in a fiduciary capacity while walking alongside them as they work toward their financial goals.

At Regent Peak, I build trusted relationships with clients to create thoughtful, comprehensive financial plans that provide clarity, confidence, and preparedness for life’s uncertainties. I work with individuals, families, and business owners, always leading with my clients’ best interests.

Financial planning is the only industry I’ve known - my professional experience has allowed me to build a strong foundation in financial planning and investment management, while reinforcing the importance of trust, transparency, and long-term thinking. Each role helped shape how I guide clients through meaningful financial decisions with confidence and purpose. I earned a Bachelor of Science in Financial Planning from the University of Georgia and hold the Certified Financial Planner™ designation, equipping me to guide clients through meaningful financial decisions with confidence and purpose.

Outside of the office, I spend time with my wife, Caroline, and our two children, Rosie and Rudy. We love the beach—especially 30A—trying new restaurants, and embracing the joyful chaos of life with a toddler and an infant. In my free time, I enjoy playing basketball, watching sports (especially the Dawgs and Packers), and—when the stars align—getting out on the golf course.