Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies


  • Series 7
  • Series 52
  • Series 9/10
  • Series 63
  • Series 65
  • Life and Health Insurance (NC)
  • Medical Supplemental Insurance (NC)
  • Long Term Care Insurance (NC)


  • BS in Economics, Rutgers, 1994

Awards & recognition

  • Ameriprise Circle of Success, 2004-2015
  • Five Star Wealth Manager, 2012-2016, 2022

Community participation

Longview Financial Group - Community participation photo
  • S.E.E. (The Student Enrichment Experience) Charlotte 2013-Present
  • S.E.E. Asheville 2013-2022
  • S.E.E. Summer Camps 2013- Present
  • IFB Solutions 2013- Present
  • BRAVO (Blue Ridge Adventures Vision Optional); Asheville, NC 2022-Present


  • My wife of 20 years, Jennifer, our son Jake, and daughter Hayes reside in Charlotte, North Carolina.
  • I am an active member in the non-profit organization S.E.E. Charlotte.
  • In my free time, I enjoy spending time with family and friends, playing golf, and traveling.