Bear is a dedicated and emerging financial advisor with a Bachelor of Science in Finance (Magna Cum Laude ’25) from Florida State University. He has a passion for helping individuals and families make confident, well-informed financial decisions. A natural with numbers, Bear was drawn to the fields of finance and investing early on and has since built a strong foundation for a career in financial planning.
He has passed the SIE, Series 7, and Series 66 exams, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Certified Plan Fiduciary Advisor (CPFA®) designation, and the Chartered Retirement Planning Counselor (CRPC™) designation. He is licensed to offer Life, Health, and Accident Insurance.
With a focus on personalized financial planning, Bear is committed to guiding clients through every stage of their financial journey. He has a particular interest in helping clients take practical, efficient steps toward minimizing personal debt and through retirement stages. Whether it's investment planning, personal finance, or retirement strategies, he brings a personable yet analytical approach to every conversation.
Outside of work, Bear enjoys playing soccer, basketball, golf, and just about any sport that keeps him active. His competitive spirit and drive for continuous improvement are evident both on the field and in his commitment to serving clients.