Paladin Wealth Services
A Champion for Your Legacy
A philosophy around wealth is rarely shaped in a classroom or boardroom. It is often formed through relationships, conversations, and experiences that teach us what money, responsibility, and legacy truly mean. For me, that began with my grandfather, rounds of golf, and time spent watching CNBC and discussing the financial markets together. Those early moments planted a fascination with finance that gradually grew into a lifelong calling: Helping families make financial decisions with greater confidence, so their wealth supports the people they love, the goals they pursue, and the legacy they are building.
My Early Story–Where It All Began
My interest in finance began at eleven, spending summers golfing with my grandfather and then watching Fast Money and Mad Money on CNBC while talking through the markets. He later opened a small custodial account, and investing together sparked a lasting passion. By fifteen, I understood personal finance better than most adults, and later in college, professors often joked I could teach the class. That early foundation continues to shape how I think about money, legacy, and purpose today.
My Early Story–Where It All Began
My interest in finance began at eleven, during summers spent playing golf with my grandfather and talking through the markets afterward while watching Fast Money and Mad Money on CNBC. He later opened a small custodial account for me, and what began as a shared interest quickly became a lasting passion. By the time I was a teenager, I was studying investing and personal finance with a level of curiosity that continued through college and ultimately shaped the advisor I would become.
My Early Career — Learning the Financial Services Industry
I began my professional career as a financial advisor at Bank of America Merrill Lynch in the suburbs of Chicago in 2016. When my wife and I moved to Naples, Florida, I joined Fidelity Investments, where I led a team of six professionals serving high-net-worth clients through the creation, implementation, and ongoing maintenance of financial plans. These experiences gave me a thorough view of the financial services industry, showing me its strengths, its shortcomings, and the realities clients do not always see.
Where the System Falls Short — And What I Refuse to Accept
Inside many large investment and insurance organizations, a pattern becomes difficult to ignore. Scale, production, product sales, new relationships, and assets under advisement are often measured more closely than the depth and quality of planning. In that environment, product-driven incentives, standardized strategies, limited planning capabilities, and corporate priorities can begin to shape the client experience. When growth becomes the dominant measure of success, families may feel less like people with goals, values, and legacies, and more like numbers on a spreadsheet
Why I Founded Paladin Wealth Services — A Commitment to A Higher Standard
Paladin Wealth Services was created because I believe families deserve a higher standard of financial advice. After seeing the industry’s limitations from the inside, I wanted to build a firm rooted in depth, personal attention, coordinated guidance, and allegiance to the families we serve. You deserve a firm that sees your family as more than accounts or assets, asks better questions, understands what matters most, and helps design financial plans and investment strategies that reflect your life, support your values, and serve the legacy you are building.
Professional Designations — Deepening Expertise to Better Protect Families
I hold the Chartered Retirement Planning Counselor™ designation, reflecting specialized education in the decisions that shape retirement. The CRPC™ designation emphasizes retirement planning, retirement income strategies, Social Security, investment principles, health care considerations, tax and estate planning objectives, and the emotional and financial transition into retirement. For clients, this supports a more coordinated approach, one that looks beyond a single account balance and considers the income, lifestyle, tax, investment, health care, and legacy decisions that shape the years ahead.
Service Beyond the Firm — Giving Back to the Community
Service has always been an important part of who I am. I am a member of the Collier Community Foundation Professional Advisors Council, volunteer with the Ronald McDonald House of Southwest Florida, and previously volunteered with The First Tee of Collier County. Through Paladin Wealth Services, we also support charitable organizations financially as part of our broader commitment to stewardship, community, and helping strengthen the lives of others. To me, serving families extends beyond financial advice. It means giving time, offering support, contributing resources, and helping strengthen the communities and people we care about.
Life Beyond the Office — My Family & What Grounds Me