EJ has a reputation for turning complexity into clear, confident strategy. Blending data and analytics with financial psychology to design personalized plans that are tailored toward each clients’ needs and aspirations. He focuses on helping individuals and families understand their options clearly and make decisions that maximize their current and future wealth.

EJ’s path into financial planning started long before his career. He grew up with a passion for numbers and analysis, spending hours breaking down player performance and projecting outcomes well before analytics in sports became mainstream.  He was inspired by his Poppy to start investing at a young age and fell in love with the markets. 

He played baseball at Stetson University before transferring to the University of Central Florida and focusing on the front office side of the sport, later working in Baseball Operations for the Atlanta Braves. While EJ enjoyed working in baseball the travel was daunting, and he ultimately chose a direction that would allow him to spend more time at home with his wife and family. 

EJ is married to his college sweetheart Katie, and they are the proud parents of 1 year old twins, MJ and Jenny. A strong believer in lifelong learning, when he isn’t at the office, spending time with his family, or at a sporting event he can be found relaxing with a good book or the Wall Street Journal.