Meet Our Team

Born and raised in Orlando and a proud Florida State graduate, JR grew up watching his family's pizza restaurant shape his understanding of hard work, relationships, and what it means to genuinely serve others. His greatest joy is his family: his wife Danielle, his son Hank, and his newborn. JR brings a banking background and a deep love for connecting people, and he's found that this career sits right at the intersection of both. He approaches every client relationship with generosity — generous with ideas, with time, and with the kind of financial insight that saves people money and clears their path forward. He believes wealth done well starts with living intentionally.

Born and raised in Orlando, Ethan grew up in a household where money wasn't a taboo subject — it was a dinner table conversation. Watching his family navigate finances with intention sparked something early: a belief that financial clarity isn't a luxury for the few, it's something every family deserves access to.

That conviction is what brought him to the financial planning field. Ethan works alongside the financial advisors of Wealthwell Solutions, supporting their work with professionals and families who are serious about building something that lasts — not just for themselves, but for the people who come after them. He's drawn to the long game: the kind of advisor-client relationship that spans decades and generations, not just market cycles.

He approaches every conversation the same way — by listening first. His role isn't to present strategies, but to understand what you're trying to build and support the planning process that helps bring it together.

Ethan lives and serves in the Orlando community he's always called home. Before transitioning to financial planning field, he spent time in ministry at a local church — a chapter that still shapes how he shows up for people today. He remains deeply involved in his church community and outside of work enjoys spending time with his wife Lilly and their family and friends.