Overview

I have been in the retirement planning and managed money business for just over three years. This line of work has turned out to be extremely satisfying and I am part of very supportive team that is looking to grow through acquisition. Building strong client relationships is paramount and I look forward to the challenges that this type of growth through acquisition will bring. In my experience, teaching clients about money and how to make it work for them has been the most rewarding accomplishment. I love that you do not need to have an off the charts I.Q. to succeed in this line of work. You only need a sound intellectual framework for making decisions and the ability to keep emotions from eroding that framework.
Rockhurst graduate - 2001
Air Force Academy Preparatory School - 2002
Boston College graduate - 2006


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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