I founded JWC Wealth with a simple but powerful belief: clients deserve clarity, confidence, and freedom when it comes to their financial lives. After a long career as an executive at Wall Street firms, I saw firsthand how conflicts of interest can get in the way of truly serving clients. I knew there was a better way—one centered entirely on the client, not products, quotas, or corporate agendas.
JWC Wealth was built to deliver a truly world-class experience grounded in transparency, thoughtful planning, and long-term relationships. We believe time is our most precious asset, and our work is focused on helping clients make confident financial decisions so they can spend more time living life on their terms. I often ask clients, “If you were given a week to live, how would you live it?” Our role is to help ensure their finances support that answer—today and well into the future.
Prior to founding JWC Wealth, I held senior leadership roles at national financial services firms, including Ameriprise Financial Services, where I frequently spoke at industry conferences on financial planning, investment management, and practice leadership. That experience continues to shape how we build our firm and advocate for our clients.
My professional registrations include Series 7, 24, 63, and 65. I also hold the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Portfolio Management Advisor® (APMA®) designations, maintain Life, Health, and Variable Annuity licenses with the state of Florida, and am registered in all 50 states. I have been recognized with the Circle of Success Leadership Award, reflecting my commitment to stewardship—both of the financial services industry and my clients’ wealth.
I live in Lutz, Florida with my wife, Stacie, and we’ve been married for 22 years. We have three children—Sam, Maya, and Lily—and two dogs, Lucky and Bear. Outside of the office, I enjoy playing ice hockey, archery hunting, and fishing.