Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
3
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
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Family Finances
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Texas Insurance License #2602582
  • California Insurance License #4128002

Education

  • MBA, Strategy & Finance, Duke University, Durham, NC
  • BS, Mechanical Engineering, Marquette University, Milwaukee, WI

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Vice President of Strategy, Amadeus IT Group, Dallas, TX, 2012-2019, 7
  • Vice President of Sales, United Technologies, Dallas, TX, 2010-2012, 2
  • Vice President, Sabre Holdings, Southlake, TX, 2005-2009, 2
  • Senior Associate, Booz Allen Hamilton, Houston, TX, 1998-2004, 6
  • LTJG, United States Navy, Norfolk, VA, 1989-1992, 3

Community participation

Assistant Scout Master - Boy Scouts of America, Troop 928

Alumni Interviewer - Duke University

Interests

Originally from Brookfield, WI (suburb of Milwaukee), my military service and corporate career have taken me all over the world including living in London with my family.

I enjoy leading and mentoring and love sharing my experience and learnings with others to help them improve and succeed.

Volunteering and community involvement are very important to me, I am active in my sons' Boy Scout Troop as an Assistant Scout Master and also volunteer my time providing financial education to others.

Golf and tennis keep me physically active and address my competitive spirit.

Of course, being from Wisconsin, I am a huge Green Bay Packers fan.