Our Mission

At Trammell Wealth, we plan by crafting personalized strategies that align with your goals, protect your wealth through fiduciary advice and transparent fees, and help you prosper with ongoing support and clear communication. Our motto—Plan, Protect, Prosper—drives everything we do. We provide advice you can trust under the highest fiduciary standard, with no AUM minimums to ensure everyone has access to quality financial guidance for lasting prosperity.

Our Services

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Investment Management

Craft sophisticated investment strategies to safeguard and grow your wealth, tailored to your financial goals and market conditions. Click here for more details.

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Comprehensive Financial Planning

Expert guidance and tailored strategies designed to help you achieve a worry-free retirement, ensuring long-term financial stability and peace of mind. Click here for more details.

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Tax Preparation

This is not just tax preparation; this is comprehensive tax planning, ensuring compliance and optimizing your financial outcomes. Click here for more details.

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One-time Services

Don’t want the pressure of an ongoing engagement or prefer a DIY approach? We’ve got you covered with standalone services to ensure your plan stays on track. Click here for more details.

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About Me

Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people replace that anxiety with clarity and confidence.

I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®).

For years, I’ve helped clients invest wisely, retire with confidence, make smart Social Security decisions, and create tax-efficient strategies for long-term success. I have a special focus on Florida Retirement System (FRS) employees, local government workers, and medical professionals—helping them navigate unique benefits and build retirement plans that truly work for their lives.

I live in the Village of Wellington, Florida, with my wife, Fabiola, a Registered Nurse, and our two amazing kids: Alexander (11) and Leah (9). When I’m not working with clients, you might find me writing financial literacy books(including a children’s series inspired by my own kids), guest lecturing at Florida Atlantic University, or sharing retirement strategies tailored for Florida’s public servants.

Whether you’re planning for retirement, entering the DROP program, or simply trying to make sense of your benefits, I’m here to help you Plan, Protect, and Prosper..

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Industry Memberships:

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