With nearly two decades of experience in the financial industry, I have been dedicated to guiding clients toward achieving their best possible financial future. As a financial advisor, my primary objective is to work collaboratively with my clients, forming a team dedicated to understanding and helping them strive toward their unique financial goals.
I believe that each client is distinct, with their own aspirations and values. Whether it's saving for retirement, planning to leave a legacy, or investing in a vacation property, I am committed to understanding what matters most to you. Together, we will ascertain your financial goals and help you develop a strategic plan to achieve them.
Professional Designations:
• Retirement Income Certified Professional (RICP)
• Chartered Life Underwriter (CLU)
Registrations and Licensure:
• Series 7- General Securities Representative
• Series 66 – State Uniform Investment Adviser
• Series 63 – State Uniform Securities Agent
• Licensed Life and Health Insurance Agent
In my free time, I cherish time with my wife Deb, and our daughters Riley and Maddie.
My hobbies include handball, golf, and yoga.