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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Investments
  • Insurance

Community participation

-Sponsor of the SPCA

-Sponsor of Susan G. Komen Foundation

-Sponsor of The Salvation Army

-Sponsor of the Autism Society of America

-Captain of a local kickball team

-Sponsor of Chive Charities


Spending quality time with my family is the most important interest of mine. I care to spend most of my free time with my lovely wife and our toddler. Our home is welcomed to all friends, family and good company. I am also an avid skier who can often be found at Song Mountain when there is snow on the ground. Other times, I can be found at various golf courses, riding my Harley and appreciating good music.