After working in the financial industry for 15-plus years, the one thing that motivates me each day is truly getting to know my clients. What I enjoy the most is hearing stories, identifying unique situations and being able to plan out dreams and futures. I work closely with each client to understand how to best tackle their unique situation and look to find the best outcome that will work for them. I seek to build strong relationships and grow with clients throughout their financial path.

I was born and raised in Washington County area and enjoy family time with my wife, two boys and dog, Kingston. When I am not hanging out with family, I enjoy playing and watching sports as well as learning anything involving automotive.

I am really excited at the opportunity to meet as many new people as I can and see how I can add value for years to come. I look forward to helping anyone that is looking for a financial advisor.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Coaching Sports
  • Personal Fitness
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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