If "experience is the teacher of all things", I have been fortunate to have learned each step in my career in multiple roles along the way. Success in these roles has given me the purview few others enjoy or can offer. This collective perspective and knowledge provide unique insight into my role.  It allows me to offer the best consultative coaching, market knowledge, practice management, and investment solutions available to the financial advisors and clients I service.

My focus, both professionally and personally,  has always been in three areas.  One, improve every day; secondly, master the moment, and finally, give back more than you take.  

Professionally, I have experience in managing assets and servicing clients through roles as a financial advisor, sales manager, in branch management, and as an asset manager sales partner.  On a personal level, I enjoy college sports, reading, educational and motivational training, and pushing the limits in running marathons.