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Specialties
Financial Planner's can change the world.
When the right financial planner meets the right person - change can happen. Helping that person plan for their future, or their children's future, or even their grandchildren's future, can open a world of opportunities that they may not have had otherwise. That's why I believe Financial Planners can change the world - because YOU can change the world! I am a CERTIFIED FINANCIAL PLANNER® and Charted Financial Consultant® and have been in the financial services industry for over 12 years. My interest in financial planning started after seeing my parents, first- and second-generation Americans, navigate the complexities of saving for retirement and thinking to myself, if only they had someone to help. I'm now that someone that can help (and excitedly, just recently helped my mother transition through retirement!). I started my career helping employees enroll in their company 401(k) plans through work. Shortly after, I left to join Northwestern Mutual, helping individuals with their life insurance, disability insurance, and investment planning needs. Feeling the desire to provide a more comprehensive level of planning that wasn't focused around a specific product, I left Northwestern Mutual to move to one of the Top 10 Accounting firms in the country, CliftonLarsenAllen (CLA). While at CLA, I continued to build my knowledge working with young professionals and pre-retirees helping them with every aspect of financial planning from cash flow planning in retirement to selling rental properties and everything between. Most recently, I worked at Facet Wealth helping people reach their goals, whether that be as simple as building an emergency fund or as complex as navigating what to do with employer stock or major life events. After spending more than a decade working for large institutions and seeing firsthand the gap between corporate interests and true personal financial planning, I made the decision to leave Facet and join Lifetime Financial Growth, LLC where I can focus on delivering a bespoke service to the individuals and families I have the opportunity to build relationships with. Outside of work, I enjoy spending time with my wife, Ellen, and our dog, Mowgli. In addition to being with my family, I also enjoys working on their vehicles in the garage, cooking all sorts of recipes, spending time in the mountains, and listening to live music with friends (I'd love to hear about your favorite concert)!
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Always free for clients.
CFP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Park Avenue Investment Advisory Form CRS | Form ADV - Firm Brochure Check the background of your financial professional on FINRA's BrokerCheck. This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Securities products and advisory services offered through the dually registered broker dealer and SEC registered investment adviser Park Avenue Securities LLC (PAS), member FINRA/SIPC. Investment advisory and financial planning services can also be offered through Park Avenue Investment Advisory, LLC, a standalone registered investment advisor. Park Avenue Investment Advisory, LLC is registered with the Securities and Exchange Commission as an investment adviser. Certain Investment Adviser Representatives (IARs) affiliated with Lifetime Financial Group are IARs of Park Avenue Investment Advisory, LLC. Lifetime Financial Group may also have Registered Representatives and IARs who are registered with Park Avenue Securities LLC. Park Avenue Investment Advisory, LLC is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and PAS is a direct wholly owned subsidiary of Guardian. Both PAS and Park Avenue Investment Advisory, LLC are located at 10 Hudson Yards, New York, NY 10001. Lifetime Financial Growth LLC is not an affiliate or subsidiary of PAS, Park Avenue Investment Advisory, LLC or Guardian Life Insurance Company of America.