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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Interests

Most of my interests involve the great outdoors. On a day to day basis I enjoy biking or running with my wife Stephanie or playing outside with our two sons and their dogs.

Each year my wife and I try to make at least one big goal and it often involves doing something outdoors. In recent years most of our goals have involved doing at least one 100+ mile cycling event. In 2019 I decided to try something a bit bigger and I signed up for an Ironman event. Thanks to a lot of planning, training, and support from my family, I successfully finished the Louisville Ironman in 10/2019.