Our Jupiter Team

Proven Track Record in Sales and ManagementWe are a company uniquely qualified to help all businesses, at a local, regional or national level, identify and implement successful sales tactics, from prospecting to closing the sale and retaining its customers. We develop innovative management solutions that will improve team leadership and motivation, create accountability, resolve conflicts and foster a positive work environment. Not only will we provide the initial and advanced sales and management strategies needed to excel, our training enables people to develop the attitudes and implement the behavior necessary to reach the highest levels of success. Raising key performance levels takes continuous training and commitment. MakingLuck, Inc. works with individuals and organizations who are serious about improving their personal or organizational results.BackgroundUnited States Naval Academy - BS in OceanographyU.S. Marine Corps – Major, Marine AviationCordis, Johnson & Johnson - SalesBernstein Investment Research and Management – Vice PresidentGenSpring Family Offices – Senior Vice PresidentSeaside National Bank & Trust - PresidentBNY Mellon, Wealth Management – Managing DirectorPlace of Hope - Planned Giving CouncilHonda Classic - AmbassadorU.S. Naval Academy Alumni AssociationFather of two young ladies currently excelling at College of Charleston and University of GeorgiaWork HistoryManaging Director of Sales – Florida for BNY Mellon, Wealth Management: Doubled assets under management from $2.5 Billion to over $5 Billion in 5 years.President - Seaside National Bank & Trust, South Florida Region: Built 5 branches, hired over 30 people and raised the balance sheet to over $100 million in assets in only 2 years during the banking crisis of 2008 and 2009.Senior Vice President - GenSpring Family Offices: Developed new relationships with ultra high net worth families. As 1 of 10 sales professional, he was instrumental in branding and growing the firm to over 10 times its original size.Vice President, Financial Advisor - Bernstein Investment Research and Management: Developed a book of $200 Million In Assets Under Management in only 3 years.Sales - Cordis, Johnson & Johnson: Sold the first ever coronary heart stents and managed the North Florida Territory from Jacksonville to Mississippi.