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

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Whittier College

Interests

  • Family is my top priority. I love spending quality time with my beautiful wife of 15 years and our three young children.
  • I value the importance of community involvement and volunteer with a number of local and national organizations.
  • I hone my leadership skills, faith and fitness through a group called F3 (Fitness, Fellowship & Faith). I am F3 Nation's Smokey.
  • Setting ambitious goals and striving to achieve them keeps me healthy and engaged in all aspects of my life. I recently qualified to run the Boston Marathon in 2018 and am training for a Half Ironman in 2017 and a Full Ironman in 2018.

Community participation

  • Volunteer and Sponsor, American Cancer Society Relay for Life
  • Volunteer, Loaves & Fishes Food Pantry, Huntersville
  • Volunteer and Sponsor, Lake Norman Community Sailing
  • Volunteer and Sponsor, Whittier Area First Day Coalition
  • Volunteer and Sponsor, The Whole Child
  • Sponsor, Susan G. Komen
  • Sponsor, St. Jude Children's Research Hospital
  • Sponsor, AVON Walk for Breast Cancer
  • Sponsor, Special Olympics
  • Sponsor, Leukemia & Lymphoma Society
  • Sponsor, ALS Association
  • Contributing Member, John Greenleaf Whittier Society
  • Board Member, Whittier College Alumni Association (2010-2013)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2020
  • Ameriprise Client Experience Award, 2020