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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Tax Planning Strategies

Qualifications

    • Series 7, 65 & 63 Licensed

Education

  • Bachelors Degree, San Diego State University, San Diego, CA

Professional associations

  • Triangle Society, Raleigh, NC
  • Devil's Ridge Country Club, Holly Springs, NC

Previous experience

  • Vice President-Financial Advisor, Merrill Lynch Global Wealth Management, New London, CT, 2009-2015
  • Vice President-Financial Advisor, UBS Financial Services, New London, CT, 2004-2009
  • Financial Advisor, Smith Barney, La Jolla, CA & Mystic, CT, 2001-2004
  • Sales Assistant, Smith Barney, La Jolla, CA, 1998-2001

Community participation

Ameriprise National Day of Service

Interests

A short list of activities I enjoy:

  • Golf
  • Travel
  • Outdoor activities
  • Watching movies and sports (baseball, football, golf & hockey)
  • Cooking
  • Trying different restaurants

The activity most dear to my heart, though, is spending time with my beautiful wife, Amy, and our two children, Abigail and James. We live in Holly Springs where I also enjoy playing with our dogs, Mojo & Lady.