We all have a moment where a loved one teaches us a life lesson that we will never forget. For me, it was when my mother taught me to love saving, investing and striving to be my best. My service in the U.S. Navy taught me how to achieve my goals.

This has led to the most satisfying experience of my life; helping clients and friends move from being overwhelmed and scared about what the future holds to having a written strategy in place to help them achieve their goals of retirement, education and efficient wealth transfer to their families.

While understanding what is important to you, my branch team comprised of Tiffany Jaros, Brad Gill and I work closely with you and your other trusted professionals. We focus on comprehensive financial strategies for high net worth individuals and business owners, primarily those who are striving to achieve a work-optional lifestyle.

My best friend and wife, Missy, has supported me throughout my career where I have been able to hone my skills as a teacher and coach, as I have coached my three daughters (Karly, Claire, Lydia) in soccer and currently coach my son (Liam) in baseball and football.

In closing, my branch team and I will use our two decades of experience as a teacher and coach to assist you and your family to work toward your wildest financial dreams.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Sustainability
  • Personal Fitness
  • Community Outreach
  • Coaching Sports
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More