I love what I do because each and every day, I am helping make a difference. My goal is to inspire and empower people to make better financial decisions. I am relentlessly striving to learn more about my craft, to remain an expert in my field. I want to share what I know because I think our society can greatly benefit from more financial education.

I learned some valuable lessons in the financial world at a young age, particularly in planning, investing, and discipline & patience. Fast forward through 30+ years of experience, study, and various market cycles, and now I find myself teaching others these valuable lessons.

My vision for TrustTree Financial is to be a well-respected, family-oriented firm. A boutique shop that works with a small number of clients and provides excellent value. That's what I look for when evaluating companies that I do business with, and I work best with others who share a similar mindset.

I volunteer in my local community, help with my HOA, and coach my daughter's sports teams.

In my spare time, I enjoy family activities with my wife Christine, daughters Viviana and Ella, and two dogs. I also prioritize health and have an active lifestyle, including mountain biking, basketball, golf, boating, and snowboarding.

Managing your wealth can feel like one of the most challenging tasks in life. We hear it all the time; the one constant is change. A dynamic economy, an evolving political landscape, a shifting global balance, all of which can create uncertainty and trepidation when deciding how to approach your financial goals. With 25+ years of experience, I help my clients make this journey more comfortable and more successful.

I was drawn to finance at an early age. I knew that I was destined to work in the field when I created the winning portfolio in my grade school stock-picking contest. Shortly after graduating Cum Laude from the University of Miami in 1994, I obtained my securities licenses, and I have been practicing to this day.

My career has taken me from Miami to Wall Street and back, working at various brokerage firms and banks. The next step in my evolution was to become an “independent” financial advisor. At TrustTree Financial, I can take the knowledge and experience that I have collected over the years and efficiently guide my clients through the financial landscape. No constraints of a major bank. No sales pressures of a brokerage firm. Completely independent.

My primary objective is to help you construct a plan that will allow you to achieve your financial objectives. You may be considering the purchase of a home, saving for your child’s education, planning for retirement, or looking at options to protect your family. At whatever stage you find yourself on your journey, I can help you design an ideal strategy to succeed at one or multiple goals.

When I am not creating financial solutions for clients, you can find me searching for hidden gems in the neighborhood restaurant scene, in my kitchen trying to duplicate my favorite dishes or at a sporting event rooting on my favorite teams.

Our Chief Client Officer is Karen Alexander. Karen hails from Alabama, so you'll immediately pick that up when you hear her southern accent!

Karen brings over 20 years of industry experience to TrustTree. She assists in opening new accounts, processing money requests, account transfers, and most other operational tasks. She is well-versed in Schwab's processes and the other moving parts of my tech stack (CRM, calendar, eMoney, etc.).

During her free time, Karen enjoys spending time with her daughter, family, and friends. She enjoys gardening, craft work, and almost anything outdoors.