MY PROFESSIONAL APPROACH
Trust, Integrity and Mutual Respect. These are the operating principles I rely on when I work with clients to develop a financial plan designed to meet their goals and objectives.
My client-first commitment to you begins by asking questions, listening to your responses, and learning what is important to you. Together, we will develop personalized, goal-based financial plans. We will consider all facets of your financial situation and create an investment strategy that aligns with your risk preferences.
Successful wealth creation doesn’t need to be complicated. Our wealth management process is designed to manage and simplify the complexities that oftentimes come with success.
In 1992, I was fortunate to begin a career that has allowed me to spend my days engaging with and serving a great group of interesting and successful people. I’ve always been passionate about investing and creating thoughtful financial plans, but it’s the relationships with clients that makes this profession so rewarding.
I was drawn to Benjamin F. Edwards by its client-centered approach, and in 2019, I was honored with the opportunity to help establish our office in Naples, Fla., along with my financial advisor colleagues, Eric Price and Wayne Meland, and client service associates, Mary Mapes and Delfina Buenrostro.
Outside of work, I enjoy spending time with my wife, Carrie, our children, Claudia and Anthony, and our two golden retrievers, Wilson and Hugo. In my free time, I enjoy being outdoors, playing golf, tennis or just enjoying a long run or bike ride while listening to a podcast.
AREAS OF CONCENTRATION
- Financial Planning Strategies
- Portfolio Management
- Estate Planning Strategies
- Retirement Income Planning
- Insurance Review and Risk Management
- Behavioral Coaching to Help Maintain a Focus on Financial Goals
EDUCATION AND CREDENTIALS
Michigan State University, Bachelor of Arts Degree in Finance
DePaul University, Master of Business Administration
CFA Charterholder, CFA Institute