My career as a financial advisor has afforded me the opportunity to become a part of so many family teams over the years. The line between friends who became clients and clients who became friends continues to blur, and that is something that I take great pride in. To do what is best by my clients, I guide our conversations through an established process that helps define not only the goals we intend to achieve, but how those goals intertwine within their lives. No two strategies are exactly the same and each client deserves a high level of attention to detail and dedication to that process.

My passion in the financial industry is found within financial education. I have observed that financial literacy is not taught at the high school, undergraduate or even graduate level, unless you specifically search out finance classes. Because of this, I have met many people hesitant to ask questions since they feel that they should already know the answers. Being the translator between analysts, financial academia and the general population is where I find my place. We all start somewhere in our journey and I want to be the person with the answers who is kind, accessible and unintimidating.

My wife, Rachel, and I moved to the Northshore in 2018 and have since settled into our home with our cats, made incredible friends and planted roots that look to last a lifetime.

While I am a finance nerd at heart, my hobbies include motorcycles and music. On pretty days, you may even catch my Buell parked outside the office. I'll be eager to hear your guesses of the six instruments that I play when you stop by the office. Your hint is brass and strings.

I'm eager show you what it's like to have a financial advisor on your personal team; give me a call and let me treat you to coffee.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Divorce Finances
  • Wealth Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Music
  • Motorcycles
  • Record Collecting
  • Animal Rescue
  • Car Restoration

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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