CFP®
My professional baseball career with the Minnesota Twins taught me that life isn’t about the achievement or the career; it’s about the relationships you build and the impact you leave behind. After my playing days ended, I knew I wanted to create that kind of lasting impact by helping families gain clarity and confidence, so they can focus on what truly matters.
At Uhler Vertich White, I work with families who want a trusted partner to coordinate every aspect of their financial lives. Our comprehensive approach includes investment management, tax strategy, estate planning, Medicare planning, and insurance coordination. I collaborate closely with your CPA to help ensure your tax strategies align seamlessly with your overall financial plan, while also guiding you through Medicare decisions independently. That same collaborative approach extends to your attorney, insurance professionals, and other advisors, creating a coordinated team focused on your success.
Most people come to me carrying the same quiet fear: that they’ll make one catastrophic mistake that undoes everything they’ve worked for. They know that life is fragile, and we get one chance to build something meaningful. My work allows families to stop obsessing over their finances and start focusing on what creates a life of true fulfillment, whether that’s more time with grandchildren, pursuing meaningful work, or giving back to causes they care about. The real legacy isn’t in the portfolio; it’s in the life you get to live because your finances are handled. Ultimately, I want to leave this world better than I found it, one conversation at a time.
Beyond client work, I’m passionate about allocating my time within our local community. I currently serve as the Treasurer of Hope Clubhouse of Southwest Florida and will begin my term as Treasurer of the Fort Myers Rotary Club in July of 2026. When I’m not working with clients or volunteering in our community, you can find me spending time with my wife Katie and daughter Lola, experimenting in the kitchen, at the gym, or chasing birdies (but mostly bogeys) on the golf course.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with and does not endorse the opinions or services of Hope Clubhouse of Southwest Florida or Fort Myers Rotary Club.