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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Community participation

Interests

I enjoy spending time with my wife Sarah and my son Lucian, going for walks by the water and to the beach. Some of my favorite past times include weight training, fishing and playing golf. When time allows to relax I enjoy reading, normally self-improvement books as well as how-to books, an all time favorite is Rich Dad, Poor Dad. I strive to constantly improve myself and learn how to do new things. I believe keeping your brain sharp is the secret to staying young!