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
19
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
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education

Community participation

Interests

I love spending time with my wife Allison and my two sons, Parker and Campbell.

As a family we enjoy traveling. We have travelled to countries like Italy, Greece as wells other states in the US. on the East Coast like the Outer Banks North Carolina and the Jersey Shore.

I enjoy watching the N.Y. Yankees and Miami Hurricanes for Football/Basketball.