Tobias has specialized in serving the unique financial needs of high net worth and ultra-high net worth individuals and families for over 15 years. He provides leadership to a highly credentialed and experienced team of specialists in portfolio management, financial, estate, business sale, and transition planning. Tobias is a veteran of the United  States Coast Guard and is an alumnus of Florida Southern College and Liberty University. 

Tobias lives in Winter Garden, Florida with his wife and two children. He is a volunteer at  The First Academy where his children attend school, as well as an active member of his church. Tobias also serves on the board of Advanced Center for Eye Care Global, a nonprofit that develops eye care centers in under-served areas of the world. 

Tobias holds himself accountable to gain a deeper understanding of his client’s unique needs, wealth, and aspirations. He takes a holistic approach to help identify their financial priorities through the process of developing a comprehensive plan to be monitored over time and tailored to meet the specific needs of each family across all generations. 

This process is not only supported by our team’s deep expertise, but also the highly attentive service and coordination of a full range of technical resources and capabilities to ensure the appropriate strategy is implemented for each family.