I have been helping clients navigate financial markets and building customized wealth plans since 2002. I am dedicated to helping individuals, families, businesses and nonprofit organizations develop & implement strategies around their long-term goals and risk tolerance. My extensive experience throughout major market shifts enables me to assist my clients in making rational and reasonable financial decisions.

I began my career as a floor trader at the Chicago Board of Trade in 1997. There I utilized intricate trading strategies in various futures and options “pits”, learning first- hand how and markets operate. In 2002 I joined 5/3 Securities where I worked as an Advisor for four years. In 2006 I moved my practice to LPL Financial where I remained as an Advisor for over 15 years. I joined RBC Wealth Management in 2023 and look forward to helping my clients meet their financial goals for years to come.

I earned a bachelors degree from Miami University (OH) in 1997 and have passed the Series 6,7, 63 & 66 securities exams and holds life and health insurance licenses. I am a Certified Financial Planner (CFP) and have completed the prestigious Investment Management Theory Executive program through the Yale School of Management. I also maintains my membership in the Investment Management Consultants Association (IMCA).

Away from work, I like to spend time with my wife and three busy kids, attending various school and sporting events. I enjoy exercising, various outdoor activities, reading and cooking.