As a financial advisor, I use an established process to help clients organize, grow and protect their financial lives.

I begin by listening and understanding what is most important to you and then prepare personalized financial strategies to help you achieve your goals. I am honored to work for my clients and be a part of their lives as they navigate through what changes come their way.

I place an emphasis on client education and transparency by utilizing a straightforward approach. By educating, encouraging and empowering my clients, they are able to make smart, well-formed financial decisions with confidence.

Working closely together with you, your attorney, accountant and other professionals, we can help you to reach your goals. I’d love to partner with you and those you love to create an investment strategy that is tailored to you.

On a personal note, my wife, Caitlin, and I grew up in the suburbs of Chicago. We currently live in Charlotte with our two boys, Sawyer and Judah. We are members of Forest Hill Church. In our free time, we enjoy bike rides around our neighborhood (Plaza Midwood), traveling and live music. Outside of the office, I enjoy spending time with my family, fitness, an occasional round of golf and rooting for my beloved Green Bay Packers.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Golfing
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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