Financial Planning & Services Finance & Insurance
I've worked in the financial industry since 2011 and founded Eightysecond Capital Partners in 2025. I am proud to follow in the footsteps of my late father, who was also an advisor, starting in 1994. During my tenure, I have earned the CERTIFIED FINANCIAL PLANNER™, Certified Exit Panning Advisor™, and the Accredited Asset Management Specialist™ certifications.
More recently, I am extremely proud to have been named to the 2024-25 Forbes Best-in-State Advisor list and the 2023, 2024 and 2025 Forbes Top Next-Gen Wealth Advisor Best-in-State in Florida.
My team of professionals consists of Community Impact and Engagement Branch Associate Deborah Carson , Senior Client Service Associates Cindy Stepina and Patti Faulkner. With 38 years of experience between them, we can ensure that our clients receive the personalized service and attention to detail that their situations require.
I understand that as a high net-worth investor, you require a financial advisor you can trust to help you make smart decisions to achieve your financial goals by developing a comprehensive strategy that considers all aspects of your life.
Partner with me if you are:
– Retired or nearing retirement
– A small business owner developing an exit-strategy
– Considering your estate and legacy strategy
– Managing intergenerational wealth
In my personal life, I am very involved in the community and served as chairman of Keep Brevard Beautiful, an organization dedicated to environmental stewardship and sustainability. I am also happily married to my wife, Nina, and we have two beautiful daughters. In my spare time, I enjoy hiking, gardening, and traveling.
Our office supports the Accelerate of Brevard, Melbourne Chamber of Commerce, Florida Institute of Technology, New Life Missions and the Scott Center for Autism through both volunteerism and philanthropy.
Disclosures: Forbes Best-In-State Wealth Advisors in FL in 2024– 2025, published 1st trimester each year, research by SHOOK® Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.