I started in this business, from scratch, back in 2002 for several reasons. One of those, which still holds true today, is that I wanted to make a positive impact on investors' financial health. That is still my main motivation today. I believe we add value to the clients' lives that we work for.

I grew up in northeast New Jersey, near New York City and Wall Street. I've always been fascinated with the markets and their behavior. I've worked since the age of 12. My jobs included delivering newspapers, pumping gas (which is a job in NJ!), being a caddie at a golf course, an intern at WCVB-TV in Boston and a courier at FedEx Express. The latter three I did during winter/summer breaks while attending Boston College. After graduating from BC, I moved into management at FedEx. Yet finance, and investing, was always in the back of my mind and pulling at me to make a career change. Eventually, I did.

One of my favorite quotes, which I'll paraphrase, is that far more money can be lost by investors trying to predict the next correction, than in the actual corrections themselves.

My team and I will help to organize, grow and protect your assets as efficiently as possible. We'll work with you to identify your specific goals and tailor an individualized strategy to reach those goals. If this sounds like something that could help you, please contact us. I'd like the opportunity to try and solve your financial obstacles.

In my free time, I enjoy spending time with my wife and four kids (two sets of twins!). We enjoy traveling together. I also enjoy playing basketball. My wife grew up in Rock Hill, and we've lived in the Charlotte area since 2000.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Divorce Finances
  • LGBT Finances

My Personal Interests

  • Basketball
  • Personal Fitness
  • Traveling
  • Tennis
  • Skateboarding

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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