With more than 25 years of experience, he helps executives, pre-retirees, and retirees navigate important financial transitions with clarity and confidence. His planning-first, client-centered approach emphasizes discipline and long-term strategy over short-term market noise. As a fiduciary, he believes effective advice begins with understanding the full financial picture and aligning decisions with each client’s goals and values.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Founder and Lead Advisor of Water Street Wealth Management, an independent fiduciary registered investment advisory firm. He specializes in retirement income planning, tax-efficient distribution strategies, and comprehensive wealth planning, coordinating investments, tax strategy, estate considerations, and cash flow to create sustainable, long-term plans.
Based in the Tampa Bay area, he is active in the Westchase Rotary Club and values community involvement. Outside of work, he enjoys time with his wife, Darcy, and their son, Caden, as well as golfing, traveling, pickleball, and perfecting his barbecue skills.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
