Financial Representative / Enrolled Agent

Family Tree Financial Group
Mailing Address:
2220 CR 210 W.
Suite 108-PMB 506
Jacksonville, FL 32259

Office: (904) 657-0896
Cell: (904) 314-3500
Email: [email protected]

➢ FL 2-15 Licensed (Life, Health & Variable Annuities License)

➢ Bachelor’s Degree in Business Management with a concentration in accounting from Saint Leo University (2018)

➢ Enrolled to practice before the IRS

➢ Born in Oregon and has been living in Northeast Florida since 2006.

➢ Married to Laura since 2004

➢ Has 2 children (Keila and Luca)

➢ Member of National Association of Enrolled Agents (NAEA)

➢ Hobbies include Family time, Soccer, Tennis, Bowling, Traveling, Reading.

“My client’s needs come first. At Family Tree, we’re taught to offer
completely unbiased recommendations and I wouldn’t have it any other way!”