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
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.