[email protected]
239-293-0321

A.J. advises and represents the shareholders of privately held middle-market businesses through all aspects of the sale process. Over the course of his career, he has worked across several industries including manufacturing, business services, technology, healthcare, real estate, and construction.

His experience and network of legal, accounting, insurance, and investor relationships offers clients key capabilities necessary for executing a successful transaction and for targeting funding sources for capital raises.

A.J. is FINRA-registered and holds the Series 7, 63, and 79 licenses. He earned his Certificate in Family Business Advising (CFBA) from the Family Firm Institute and holds a Bachelor’s degree in Finance from the University of Central Florida.