Human-Centered approach to creating a financial strategy begins with understanding what's important to you. I utilize a hands-on process with clients to develop customized solutions intended to help grow, protect and transfer wealth using tax-efficient strategies. Our progress is regularly tracked, updated and reassessed as changes happen both in life and in the markets.

I bring a unique perspective to my role as a financial advisor. Growing up, I was an avid collector of sports cards, comics, coins and antiques. The future-value of objects captivated me and through my collectibles, I began planning for retirement before I was able to work. When I turned 18, I quickly opened my first E-trade account to start investing in stocks. The market crashes of 2000 and 2008 were harsh lessons that pushed me to rethink my approach to investments. My passion led me to obtain a degree in economics and pursue real estate investing. After spending two decades in construction finance, I joined Edward Jones because I believe their core values align most with my own. The passionate commitment to our clients is evident. Putting clients' interest first is not a choice but a responsibility that drives me to take on the most financially complex challenges.

My team and I provide financial strategies to small business owners, professionals and families alike. We emphasize tax-efficiency, retirement planning and estate preparation to provide a holistic and compressive wealth strategy using our established process. My gracious wife, Elena, provides me with the support I need to properly serve. My three brave daughters remind me how individually unique we each are and to always be genuine. Collectively, my family deeply inspires me to continuously grow together and build a better tomorrow which is the same outlook I bring to my practice.

Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. Let's find out if we are the right fit for each other.