With my education in financial markets and experience as a trader and account executive, I’ve enjoyed more than 10 years in the financial services industry helping clients develop long-term wealth plans. Prior to joining RBC Wealth Management in 2022, I held positions with both Morgan Stanley and Merrill Lynch.
I graduated from Southern Methodist University with a Bachelor of Arts degree in history and earned a teaching certificate from Loyola University in Chicago. I passed the Series 7 and 66 exams and am insurance licensed.
Outside of the office, I have been active with Little City, an organization offering services to individuals with intellectual and developmental disabilities. I served as a board member of the annual Little City Golf Fundraiser. I have also been active with SOS Children’s Village, an orphan-focused charity. I lived for a year as a volunteer at the first SOS Village and my family continues to support the organization’s work here in the United States.
My wife and I are the proud parents of four children. I served both as a coach and mentor in our community. I love to travel and maintain a global perspective as a result of living abroad for more than four years in the 1990s. In my free time, I enjoy various athletics including cycling, ice hockey and skiing with many great friendships made along the way.
