King Tide Advisors
Years of Experience
14 years
Number of Clients
60
Average Client Size
$150,000
Member Since
2025
My goal is to build a long-lasting relationship with each client focused on their investment concerns and structuring a financial plan around their specific situation.
I work with military families, small business owners, and business professionals to enhance their financial situation. The ideal client aligns with my unique expertise and values, is open to discussing their financial situation, and seeks to develop an investment strategy and financial plan that evolves over time.
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CFP Completion
Obtained in 2014
Bachelor of Science - Logistics and Intermodal Transportation
Obtained in 2003
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