I'm a dedicated financial professional with a heart for both people and purpose. I began my career at Merrill Lynch, where I had the privilege of working with everyday Americans, helping them navigate their financial journeys, plan for the future, and make confident decisions about their money. That experience grounded me in what truly matters: trust, clarity, and building lasting relationships.
Later, I joined Morgan Stanley, where I focused on simplifying complex financial strategies for high-net-worth individuals. I love taking the complicated and making it understandable, translating complex investment vehicles and planning tools into strategies that help my clients pursue well-being and long-term success.
Outside of work, I recharge in the outdoors. I’m an avid fisherman, a passionate beekeeper, and someone who finds deep meaning in time spent in nature. I’m also actively involved in my ministry, where I’m blessed to serve and grow alongside a strong community of faith.
At the center of it all is my family, my amazing wife Katie, our joyful daughter Sophia, and Max, our 70-pound pit bull who’s absolutely convinced he’s a lap dog. (He’s not wrong... he gets plenty of couch time.)
Whether I’m helping a client clarify their financial future or casting a line into the water at sunrise, I lead with authenticity, integrity, and a commitment to lasting impact.