1235 E. MAGNOLIA CIR, DELRAY BEACH, FL 33445 ·  (786) 251-3298

To become a key member of an organization where my motivation, interpersonal skills and experience will be optimized to increase company profits.
Professional Experience
Coordinated Financial Solutions 03/2008 to Current


Consulting Firm providing Family Office services to professional athlete clientele

Provide personal money management structure including budgeting and bill pay

Establish tax planning strategies using corporations, favorable state residency, foundations

Develop private banking relationships for personal banking, lending, mortgages

Oversee real estate transactions including search, valuation, and loan procurement

Acquire insurance policies for life, disability, umbrella liability, and property & casualty

Liaison between client and attorneys for estate planning, family law, civil and criminal liability

Advise clients in developing celebrity brands that influence fan engagement, attract

endorsements, and drive consumer spending

Optimize clients’ digital presence through dedicated website, social media channels, and

e-commerce opportunities

Capital Management Group Wealth Advisors  07/2005 to 07/2009

Partner, Co-Founder

Built industry-leading Family Office firm catering to professional athletes (NFL, NBA, MLB)

Established network of professionals to provide a myriad of services for clients

Implemented tax strategies with CPAs to maximize client tax savings

Acquired multiple private Bank lending sources and account coordination

Recruited new clients and managed top client accounts

Hired, managed and trained employees

Lincoln Financial Group 01/2003 to 07/2005

Prudential Financial 12/2001 to 08/2002

US Allianz 10/2000 to 12/2001

Financial Advisor and Insurance Agent

Established new client accounts

Implemented investment and insurance plans for clients
1997 – 2000                             University of Florida                                 Gainesville, FL

Master of Business Administration (MBA)

Master of Sport Management

1993 – 1997                        University of Florida                               Gainesville, FL

Bachelor of Science in Business Administration (Major: Finance)
FL Insurance License 218, previously Securities licensed Series 6, 63, 65


QuickBooks, Windows, Microsoft Word, Microsoft Office, Microsoft Excel, Power Point