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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • EPIC Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • EPIC Wealth Partners, Ameriprise Client Experience Award, 2020-2021

Honored to be recognized in Forbes

I’m excited to share that EPIC Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Vice President on Board of Directors for Hawks After Prom
  • United Blood Services

Interests

  • My wife, Rosie, daughter, Cloie, and son, Noah, are the top priorities in my life.
  • Rosie and I enjoy our favorite foods and family activities.
  • Cloie likes to read and loves math. She also is part of the National Honor Society.
  • Noah is a true mathematician and is very engineer minded.
  • We are all black belts in Songahm Taekwondo.
  • Golf is my favorite pastime.