Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies

Education

  • MBA, Investments Concentration, Babson College, Wellesley, MA
  • BS, Business Economics, Southern Connecticut State University, New Haven, CT

Interests

My number one interest is my wife, Teresa, and my two sons, Dixon and Tucker. Traveling to see my boys, who relocated to Austin, TX and Minneapolis, MN after graduating from Kansas State and UGA, respectively, is at the top of my list of things to do. I also enjoy traveling to Pinehurst, NC where my mom lives to visit with her while sneaking in some golf. Other destinations include visiting Teresa's parents in Cleveland, OH. Skiing and Snowboarding, Golf, exercise, cooking, and working around the house keep me busy when I'm not working with clients and the advisors in my offices.

My photos

1 albums
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