No two families are the same and everyone has different needs. I enjoy getting to know my clients and their families, and them getting to know more about me and my family, as our relationship grows. I value being someone my clients can trust and being, in many cases, the first person they reach out to for any financial advice.

I want prospective clients to know that they should make sure they feel a connection and believe that a financial advisor has their best interest at heart before making the decision to work with them. Something that I wish to highlight is that I want them to know that I will be there with them throughout their entire journey, to assist them and their family with all their needs and navigate the unexpected events life has a tendency of throwing our way.

Education is a key aspect of my practice. My team and I educate our clients on an ongoing basis and help them work through market cycles and achieve their goals. I find that the more educated my clients are with the world of investing, the less likely they are to make a rash move that could negatively impact them.

In our office, three is better than one. Working alongside me is Theresa Sachtschale, a Senior Branch Office Administrator who has worked with me since 2007. Theresa is very personable and assists clients with all of their account needs that don’t require a licensed individual. She even remembers conversations about clients’ families. In addition, my lovely wife, Jen Grzybek, helps out with the day-to-day activities and cares deeply that everyone is taken care of too.

In my time outside of the office, I enjoy spending time with the love of my life, Jen, my wonderful son, Ben, and our four dogs. We love to travel outside of the U.S. and look forward to a family vacation every summer. We also love to help out in our community when the opportunity arises, whether it is helping coach little league, donating to charity or helping schools with a fundraiser.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

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

Office Information

Branch Team

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