People

Did you always know you wanted to work in wealth management?

I can’t say I’ve always known.  But in the 6th grade, we were asked to write a report on any subject that interested us.  I chose to write about the stock market.  That said, I can’t think of anything else I’d rather do.  I really do believe this is my calling.

What makes you smile?

Spending time with my son.  Having my morning coffee in the backyard with my wife.  Sunday dinners with my family.  Get-togethers with friends.  Spending time with the YHC team and our wonderful clients.

Your ideal weekend?

Gym, golf, tennis, work, wife, family and friends.

 Who inspires you to be better?

I’m so blessed to be surrounded by people that continually inspire me to be better.  My dad inspires me to work harder.  My mom has always given me the strength to make the tough decisions.  My wife inspires me to be a better husband.  My son inspires me to be the man I hope him to be.

What are you most proud of?

My relationships.  I can’t take any credit for them. But I’m proud of the high-quality people in my life.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations. 2026 Forbes America’s Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 03/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.   

If you didn’t have to sleep, what would you do with the time?

With all of the extra time, it would be amazing to travel the world with my family. I would love to travel the world to try all of the different foods. There are so many places on my bucket list! Japan being #1.

What makes you smile?

Smiling is contagious and I feel like you can make someone’s day by just smiling at them. My boys, my husband, and helping someone in need always puts a smile on my face.

Your ideal weekend?

Unwinding from the week and maybe doing a short spontaneous trip. Overall spending quality time with my boys is an ideal weekend for me.

What are you most proud of?

I am a proud mother blessed with three children who I hope someday will grow up to be fine young men. I am a proud wife who is very lucky to be married to my high school sweetheart. My husband and children make me the person I am today.

If you didn’t have to sleep, what would you do with the time? 

If I didn’t need sleep, I would spend my time watching more movies and finally becoming fluent in French.

Your ideal weekend? 

A sunset dinner by the beach, a movie night with my boyfriend, a warm bowl of pho, reading, shopping, and spending time with friends.

What makes you smile?

I smile when I see others achieve their goals. I love watching hard work blossom into success and, ultimately, genuine happiness.

If you could have a superpower, what would it be? Why?

This is a tough one. There are so many possibilities!  Super human strength, time travel, telepathic powers, atmokinesis… If I really had to choose one, it would be the power to heal. Having the power to rapidly heal a physical injury or disease is a superpower I could really use that is beyond myself. Of course, I would love to fly too but after thinking about it, I think healing powers would be a lot more powerful & impactful.

What makes you smile?

Seeing someone smile makes me smile! Smiling is a universal language that connects people together. Energy is infectious so when I see others with a grin, I can’t help but smile with them!

Who inspires you to be better?

My inspiration is my little sister. Although she is many years younger than me, her joyful spirit impacts me incredibly. I feel so lucky, proud, and blessed to be her older sister and want to be the best person I can be for her and everyone else around me.

How do you relax after a hard day of work?

SLEEP! Just kidding… I enjoy unwinding with loved ones or going to vinyasa flow yoga after work.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Did you always know you wanted to work in wealth management?

No, I honestly didn’t even know it was an option.  I thought I wanted to be a securities attorney.  I’m comfortable interpreting complex material, have a pretty good sense for numbers, and have always been drawn to the markets – so much so that I founded the Investing and Trading Society in law school.

In my third year, a trust and estates class changed everything.  It opened my eyes to a field that allows me to combine technical analysis with creative planning to make a tangible difference in families’ lives.  I feel fortunate to get a first-hand look at the impact of our work.

What’s your favorite quote?

“The happiness of your life depends on the quality of your thoughts.”  I’ve found this to be true time and time again.  I try to keep front of mind each day: life is often as good – or as challenging – as we believe it to be.

Your ideal weekend?

Golf, some evening tennis, a barbecue with friends, and a couple Patrón margaritas with my fiancé, Elizabeth.  Doesn’t get much better than that.

What’s your favorite way to start the day?

Waking up at 5:30 a.m. with a cup of coffee, The Wall Street Journal, and my Golden Retriever, Wally, sitting at my feet.  I’m able to enjoy this ritual most mornings, and it makes me feel like the luckiest guy in the world.

Investment advisory services are offered through Raymond James Services Advisors, Inc. YHC Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.