Designations and Licenses

Orion is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Business Exit Consultant® and Chartered Retirement Planning Counselor℠.

Experience and Education

Orion provides comprehensive financial planning and investment management services to help clients meet their goals.

Prior to joining Mariner, Orion was owner and financial advisor at Atlas Financial.

Orion holds bachelor’s degrees in finance and real estate from the University of Florida.

Personal Interests

Away from the office, Orion volunteers at the Community Foundation of Sarasota and Fanconi Anemia Research Fund. He is an avid long-distance runner and biker, tennis player and reader and enjoys learning and traveling. He is married and has two daughters in college.