After 15 years working for some of Wall Street’s largest firms — and 10 years serving as the senior advisor to the Executive & Physician Non-Qualified Deferred Compensation Plan for one of the Southeast’s largest health systems — I founded Lanier Wealth Management to offer a more personal, purpose-driven approach to wealth planning.
I bring over 16 years of experience in financial planning, with deep expertise in non-qualified deferred compensation plans, equity-based compensation, and tax-efficient retirement strategies. My work blends technical insight with a behavioral lens, helping clients navigate both the math and the mindset of wealth.
Our approach is proactive, personal, and built around your life — not just your investments. Whether you’re optimizing a deferred comp plan, preparing for retirement, or building a legacy for the next generation, we provide planning that evolves with you.
Outside the office, I’m a family man. I’ve been married for 17 years and am the proud father of three sons. For over 25 years, I’ve called the Jacksonville Beaches area home. When I’m not helping clients plan their financial futures, you’ll likely find me watching my boys compete in travel sports, spending time with my family, or catching the sunrise by the ocean.
At Lanier Wealth Management, we’re not here to sell products. We’re here to help you build a financial life that supports your values — today and for generations to come.