"The High Pines"
Our Story
More than 28 years ago, I entered the financial services industry with a simple goal: to practice in a way where clients always come first. After a few years this thought evolved to building an independent company where everyone involved shares in this goal. After nearly three decades, that vision has become a reality.
The name High Pines is personal. My family owns property in Monticello, Florida, where a scenic hill rises above the landscape, surrounded by towering pine trees. A few years ago, my father, Joe, named that special place "The High Pines." Since then, has become a cherished part of our family’s history and a sanctuary for our values.
While working to establish this practice, I found myself reflecting on what truly mattered. Sitting on that very property, the answer became clear. The perfect name had been there all along.
High Pines Private Wealth Management honors the family, legacy, and values that shaped my journey while serving as a reminder of the long-term perspective, trust, and stability at the heart of everything we do.
The name High Pines is personal. My family owns property in Monticello, Florida, where a scenic hill rises above the landscape, surrounded by towering pine trees. A few years ago, my father, Joe, named that special place "The High Pines." Since then, has become a cherished part of our family’s history and a sanctuary for our values.
While working to establish this practice, I found myself reflecting on what truly mattered. Sitting on that very property, the answer became clear. The perfect name had been there all along.
High Pines Private Wealth Management honors the family, legacy, and values that shaped my journey while serving as a reminder of the long-term perspective, trust, and stability at the heart of everything we do.