I founded Envision Wealth Planners in 2018 to provide our clients with comprehensive financial advice that is always in their best interest. As a former brokerage firm advisor, I wanted to shift my focus from product sales to holistic financial planning and investment management.
Although most advisors do strive to put their client’s interests first, many do not have a fiduciary oath to do so. As a Fee-Only, Fiduciary, Independent Registered Investment Advisor, we always put our clients first. We are not tied to any specific company offerings or investments and do not take commissions from any product sales, invest in mutual funds that come with heavy sales loads, or take any referral fees.
What We Stand For
Our mission is to provide goal-oriented advice consistent with the values of our firm so you can live life to the fullest.
Our purpose is to cultivate a superior client relationship that aligns our values with yours to help you live your best life.
We will always value and prioritize family, honesty, and the continual pursuit of mastering our trade.
Throughout my career, I have always been driven by a desire to help others by identifying their values, defining their personal goals, and developing plans to achieve them. As a Certified Financial Planner™ and a Registered Investment Advisor, I am committed to acting in the best interests of my clients to help them pursue their dreams of financial stability and independence.
I am a native Floridian and have had the good fortune of living in all corners of the state. After spending my early childhood in Miami, I moved to Tallahassee for high school and then graduated with honors from the University of Florida—Go Gators!
My wife, Nicole, and I spent a few years in South Florida before settling in the Orlando area to raise our two incredible children, Avery and Will. When I'm not working, you'll find me spending time with my family, attending my kid’s many extracurricular activities, golfing, traveling, enjoying time with friends, or cooking up something new and tasty in the kitchen.
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