Areas of Focus
- Investment Management
- Small Business Planning
- Retirement Planning Strategies
- Social Security Retirement Benefits
- Saving for Education
- Tax Planning Strategies
- Estate Planning Strategies
- Inheritance Planning
- Charitable Giving
- Insurance
- Wealth Preservation Strategies
Interests
Cole is a Central Florida native who joined the team in 2012. When not busy navigating financial markets and finding investment opportunities around the globe, he enjoys golf, surfing, traveling, and being with family and friends. He and his beautiful wife Julia currently live in Maitland, Florida.
Community Participation
- Alzheimer’s Association
- Annunciation Catholic Church
- Florida Golf Collective
- University of Central Florida Alumni
- Sigma Chi Alumni
- Alex's Lemonade Stand Foundation
- Orlando Ballet
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner
- CIMA® Certified Investment Management Analyst®
- CRPC® Chartered Retirement Planning Counselor℠
Education
- University of Central Florida, Bachelor of Science in Finance, 2013