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Dan views his clients as an extension of his family and brings a passion for his people, their plans, and the management of their portfolios...

Rick started his career in the financial services industry in 1992 after graduating from the University of Wisconsin at Eau-Claire with degrees in Business Administration and Organizational Communication. Additionally, Rick holds...

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After graduating from the University of North Florida with a degree in Economics in 2013, Chris began his career in financial services. Through his continued commitment, Chris became a Financial Advisor in 2015 and holds the...

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Nick began his career in financial services in 2017 after graduating from the University of Florida with a degree in Business Administration and completing the Jacksonville Wealth Management internship program. Through his...

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Melissa is the Jax Wealth Client Services & Office Manager and since 2016 has been an integral part of team JaxWealth. Melissa’s warmth is felt both in person and over the phone, all while fulfilling client needs in an expeditious...

Erika graduated from the University of Florida with a degree in Finance and began her career in financial services in 2001. Erika is one of our talented Jax Wealth Client Services Associates and collaborates with our clients through...

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Shelly graduated from the University of Wisconsin – Eau Claire with a degree in Accounting and began her career with Ponte Vedra National Bank and eventually Barnett Bank in Jacksonville. When she and Rick’s twins were born, she...

Kelly handles all the special client touches as well as marketing, client events, and other special functions...

Ciara, first born daughter of Dan & Kelly, graduated from Wake Forest University with a degree in economics and, after a few years of corporate work experience, has found her calling by officially joining our JaxWealth Team in 2025....