Theo, CFP®, serves as a portfolio manager with expertise in building and maintaining comprehensive financial plans. With over a decade of experience, including eight years in commercial banking and his recent tenure at a prominent trust company, Theo provides the strategic oversight necessary to navigate complex market cycles.
Theo believes a well-structured plan is the foundation for a thriving community. This mission drives his extensive service on local boards in Indian River County, including Indian River Charter High School, St. Francis Manor, and the Environmental Learning Center. His commitment to making a tangible impact was recognized in 2025 when the Association of Fundraising Professionals named him Volunteer of the Year.
When he is not collaborating with clients or serving his community, Theo is usually outdoors or spending time with his wife, Helena, and their children, Hunter and Teddy. An avid sportsman, he can often be found on the golf course, hunting, or diving.
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.
