Position:
Vice President at DKE, Inc.
Work:
DKE, Inc.
- Venice, Florida since Oct 2001
-
Vice President
Education:
University of Florida - Warrington College Of Business 1997 - 1999
Finance
Interests:
Golfing, Visiting the beach, and Spending time with my wife and children
Awards:
Named to Top 40 Under 40 Registered Investment Advivors
WealthManagement.com, the digital resource of RegisteredRep.com and Trusts and Estates magazine
Description from WealthManagement.com: The financial advisory industry is supposedly graying. So we decided to find the top relatively youthful FAs. Combing through the Meridian-IQ database of financial advisors, as well as holding conversations with industry gadflys and accumulating numerous press reports, we’ve assembled this list of 40 up-and-coming independent financial advisors all under 40 years old and working at some of the largest RIAs in the country. While we rank the list by AUM, the number may or may not reflect the assets personally controlled by the individual advisor at that firm. Our requirements: Advisors must hold client-facing roles, and their firms must be retail-oriented. The firms must have some clients for whom they do financial planning and none may operate a broker/dealer, a bank or be affiliated with an investment company.