About
The fastest way to get a feel for how I think, and whether we'd work well together. Give me about two minutes.
Money has the power to do real good, real harm, or simply exist without purpose. I was raised to be a good steward of my own money, and the whole point of this practice is to help other people do the same.
The name is plural on purpose. I'm not the sole steward of your money. Stewardship is shared: organized around what matters most to you, across your whole picture, with execution that matches your intentions.
"There are no solutions. There are only trade-offs."Thomas Sowell
What clients say
Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
If you're building your best life too, I'd be glad to talk.
Book a 15 to 30 minute callBefore you hire any financial advisor, look them up on FINRA BrokerCheck. It's free, and it shows regulatory actions, customer complaints, bankruptcies, terminations, and legal disclosures. It's one of the smartest five-minute checks you can run on anyone you're trusting with your money.
Here's mine: in 13 years I have zero disclosures of any kind. Check me, and check anyone else you're considering.
After 12 years at Edward Jones, I went independent in 2025 to remove the constraints that come with a large firm, on tools, on investment options, and on how deeply I could go on tax planning. Independence means I can build the relationship and the strategy around each client instead of fitting people into a corporate template.
CEPA stands for Certified Exit Planning Advisor, a professional designation awarded by the Exit Planning Institute. It indicates specialized training in helping business owners plan a successful transition out of their company, covering business valuation, tax strategy around a sale, and the personal financial planning that should happen before and after an exit.
CRPC stands for Chartered Retirement Planning Counselor, a professional designation from the College for Financial Planning. It indicates advanced training in retirement income planning, including distribution strategies, Social Security optimization, and managing assets across a multi-decade retirement horizon.
Broad diversification, low costs, and tax efficiency, held through good years and bad. I do not try to beat the market by picking stocks. I try to help you avoid the costly mistakes that derail long-term plans.
Evidence-based investing means building portfolios on peer-reviewed academic research rather than predictions, stock tips, or market timing. The approach draws on decades of finance research, including work by Nobel Prize winners Eugene Fama and Robert Shiller, and focuses on broad diversification, low costs, and disciplined rebalancing over trying to beat the market.
Stewardship means taking responsible, careful care of something that matters. The name reflects both a personal philosophy, I was raised to be a good steward of money, and how the practice is structured: stewardship is shared between advisor and client, organized around your goals and values. The plural is intentional.
True Stewards Advisory is located in Sanford, Florida, in the greater Orlando area. The practice operates virtually, so geography is rarely a constraint. Clients are spread across multiple states, and all planning, meetings, and account management happen remotely.
Almost always. Everything is handled virtually, so where you live is rarely a barrier. The only exception is a handful of states where I am not registered yet, and if that is you, I will tell you on our first call.
Book a 15 to 30 minute call. There is nothing to prepare. We will figure out together whether we are a good fit.