My Story

I was born and raised in Fairfax, VA.  Throughout my life I have always been involved in team activities whether it was sports, music, or other social clubs and/or organizations.  I grew up playing pretty much every sport available but narrowed it down to baseball, golf, and percussion as I got older.  As I transitioned into my career, I always identified and utilized the team-based approach towards my professional goals and objectives.

I have worked in the financial services industry for over a decade in various positions, and with a variety of different teams and organizations.  During my career I have gathered and retained the knowledge and best practices that enable me to provide my clients with a truly comprehensive planning experience. 

One of the favorite aspects of my career is the relationships that I have built along the way.  I have worked with many of my clients for years, and I have continued to work with them to and through retirement all over the country. 

“If you want to go fast, go alone. If you want to go far, go together.”

Personal Life

My wife and I were both born in Fairfax Hospital in Northern Virginia.  She attended George Mason University and worked in corporate event planning.  We currently live in Scottsdale Arizona with our son Brooks, and we love to spend time with our family and friends in Arizona, Northern Virginia, and Boston.

When I am not working, I enjoy spending time with my family, golf, pickleball, tennis, and playing the drums.

Professional Qualifications

I attended James Madison University where I earned a Bachelor of Business Administration degree majoring in Finance. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, I hold FINRA Series 7, 63, and 65 securities registrations, along with life and health insurance licenses.