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Specialties
I help Focus Partners Wealth clients plan their financial futures while also mentoring and helping onboard new advisors and associates within the firm.
With a focus on tax planning, my passion is rooted in using critical thinking to design efficient strategies that help clients achieve their goals. I value building close, long-term relationships with families, gaining a deep understanding of what truly matters to them, and guiding them every step of the way toward those priorities. I have nearly 15 years of experience in the industry, starting as a Financial Advisor and watching his roles and objectives steadily progress. Over the years, I have grown from supporting client meetings and handling basic requests to proactively identifying opportunities, creating tailored recommendations, and presenting strategies directly to clients. I have also advanced from learning tools and products to becoming a subject-matter expert and advisor, assisting both clients and colleagues.
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Always free for clients.
CFP®, TPCP™
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →