I love this business, which is a good thing after 40 years! I truly love helping our multi-generational clients work through all the phases of their financial journey. I derive great satisfaction from nurturing my team's growth within our practice, and I'm passionate about contributing to our firm's journey to excellence in the industry.
I have had the unique opportunity to sit in many seats within the wealth management industry. From the opportunity to establishing and managing a national product line for a major life insurance company to building a startup RIA and Broker Dealer to joining a national emerging RIA to being an advisor in one of the world’s most prestigious investment banks, I have seen our business from all sides. I'm most excited about my involvement in the launch of a new RIA offering at Osaic, as well as being a foundational member of Osaic Advisors.
I have been blessed to be married to my soulmate for over 35 years and had the great joy of watching our three sons grow into wonderful adults.
Outside of the office I’m deeply invested in photography, play some pretty mediocre golf, and spend lots of time developing my barbecue skills. My wife and I are often found on or planning our next travel adventure including a recent trip to the Arctic Circle!