Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Saving for Education
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

Outside of the office I love spending time with my Wife, Alexandra and my golden retriever, Nova.

I enjoy a nice day on the links paired with great friends.

I'm a scotch connoisseur - my favorite is Macallan 12.

I love staying active; biking, running and weight training.

Community participation

I serve as a member of a non-profit organization; The Reymann Foundation. The mission of the foundation is to provide funding to help developmentally disabled individuals and give scholarships for students studying to become intervention specialists.