I have devoted over 30 years to managing my clients’ assets with excellence, while focusing on their financial goals and best interests. At RBC Wealth Management, I have honorably been appointed to the Chairman’s Council repeatedly and to the President’s Council. I am currently a member of RBC Wealth Management’s Portfolio Focus Group, which is a select group of financial advisors who have shown a high level of proficiency in constructing portfolios aligned with clients’ goals.
I started my career after graduating in 1985 from Miami University with a Bachelor of Science in Finance. After 8 years as a Financial Consultant at Paine Webber, I joined RBC Wealth Management as a Senior Vice President for 15 years before accepting a Managing Director position with J.P. Morgan Securities. I made the decision to rejoin RBC Wealth Management in 2015 with the same dedication displayed throughout the duration of my career. I hold the Series 7, 63 and 65 Securities registrations as well as an insurance license.
My wife, Kristin and I have been married for over 25 years and live on a farm in Bartonville, Texas with my daughter, Bronwyn and son, Newt. I enjoy running marathons and fly-fishing.