Co-Founder, Managing Partner
My passion lies with helping my clients become educated investors so they can be confident in their journey to work toward financial success. I thoroughly enjoy getting to know each of my clients on a personal level to develop a full understanding of each of their unique financial situations, as no two are the same.
I proactively work to educate and guide clients nearing and entering retirement and specialize in investment advisory services such as, Retirement Planning, Estate Planning, Tax Loss Harvesting, College Planning, and Insurance & Long-Term Care. Additionally, I often work with high-net worth clients and all types of investors concerned with leaving a legacy through their estate planning. I have guided many of my clients through the rigors of starting their own company through a tactical financial planning process.
What to expect working with me?
I feel my clients have benefited from my educational approach as I find it extremely important to ensure that clients understand the inner workings of their portfolio and how each individualized account is constructed. This process has assisted my clients to navigate through the turbulent times with confidence as they can acknowledge the risks and appreciate the way their portfolio is built. I run my practice in this
fashion because I have witnessed my clients become more confident, comfortable, and satisfied by being a more educated investor. I thoroughly appreciate the in-depth relationships that are established with clients by getting to know and understand their goals, fears, and aspirations. By educating, growing, planning, and understanding in this way with my clients, an exceptional bond is then created.
My background includes being a Private Client Advisor with JPMorgan Securities LLC for 16 years. I have been recognized multiple times as a top producer/national achiever for excellent client service, relationship building and performance.
I currently hold series 7, 66, 6, 63 securities registrations with LPL Financial as well as Life, health, and certified in long-term care.
My wife and I have 4 beautiful children and enjoy vacationing together, camping, hiking, and every sport under the sun. We are active within the Boy Scouts, Girl Scouts, volunteering at the Frankfort food pantry, and am involved with many of the local sports programs such as Frankfort Baseball and Football.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.