One of the most important lessons I've learned after working almost two decades with people – relationships mean everything. Which is why I use that lesson every day to build strong relationships with the families I commit to working with.

Through building my practice over the last 16 years, I've experienced the struggles and pride of building something of value. Therefore, I focus on strategies that can help individuals build wealth to achieve their goals over time.

When I think about the future of my two young boys, I want our financial resources to be a positive influence. My clients feel the same way. So, I help families transfer their wealth responsibly to the next generation.

When you decide to work with our practice, we start by finding out what's most important to you. Then, we use an established process to build a personalized strategy to help you achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.

My team and I will be in your corner during important turning points in your life. When times get tough, you will not face them alone. We will walk with you every step of the way.

My branch office administrator, Britt Vilevac, shares my passion for building strong relationships with those that work with our practice.

When I'm not helping families with this important work, you can find me spending time with my family – my wife of 16 years, Jennifer, and my two sons, Dominic (8) and Anthony (5).

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Basketball
  • Baseball

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

Branch Team

Email Me

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