Team

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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...

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After graduating from the University of North Florida with a degree in Economics, Chris began his career in financial services...

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

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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. She joined Jax Wealth in 2020 as a Client Services Associate and assists our clients through the entire on-board...

Mari joined JaxWealth in May of 2022 as a Client Services Associate. Like many of her team members, Mari is a fellow Gator having graduated from the University of Florida...

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

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...

Tom joined Jacksonville Wealth Management in 2017 after a 39-year career as a solo Financial Advisor. He has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 1988 and holds the following licenses and registrations:...