Growing up as the son of a surgeon, I learned an important financial lesson: Just because you have a lot of income flowing in doesn’t mean it’s easy to hold on to that cash. A surgeon’s exhausting hours and sizable salary can be a combination that leads to overspending and oversight about how far off retirement actually is.

What I learned from my dad is that without the proper support from a financial expert, it doesn’t matter how big a salary is if there’s nothing left when it’s time to retire.

I apply this wisdom every day in my work helping physicians, corporate executives and other high-net-worth individuals plan for retirement. As an Edward Jones financial advisor, I focus on managing and growing my clients’ wealth using an established process designed to help my clients reach their goals.

I was a former college and professional soccer player with All-American Hall of Fame honors, so naturally, I apply a kind of teamwork approach to creating strategies for clients. After my athletic career and earning my degrees, I worked in the corporate world for a decade before I felt I had the life experience to pursue my true passion – helping people achieve their goals and dreams.

When I work with new clients, I take the time to listen, hear their stories and understand their vision for their future. I then work closely with each client to identify financial goals to correspond with life goals.

I enjoy the backing of a large, reputable firm to provide me with cutting edge information on industry best practices and trends. I do what I do because I am as passionate about my work to become a trusted part of my clients’ personal success engines.

Contact me to set up a brief discovery meeting in which I can hear your story, your pain points and your vision for your future. I look forward to helping you achieve all your financial goals!

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Soccer
  • Tennis
  • Cooking

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