I operate mostly in the advisory space. In the past I had nearly twice the AUM, I made a decision to transition to the operations side of the industry and managed my own RIA & Insurance agency for a number of years while maintaining some client relationships. After getting the experience I felt necessary for a true understanding of our industry as it pertains to being a business I closed MY firm and decided to affiliate with an RIA and I am now looking to grow my practice through acquisition. I feel my current RIA and BD have the platforms, support, and experience we as advisors need in today's very complex regulatory environment.
I greatly value the quality of relationships and meet face to face with all my clients regularly either in their homes or at my office.
I have a diverse clientele of Doctors, Attorney's, Business Owners, Federal & State government employees. I also enjoy educating my client's children on the importance of saving early.
I am married, a parent of 2 boys, and an animal lover. I enjoy being outdoors and spending time with my family.

Last Activity
6 months or more

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