Loading...
Specialties
My journey began when my parents emigrated from Ireland to the United States in hopes of building a better life for their children.
I watched them work tirelessly—often in multiple odd jobs—to make ends meet. Without the means to fund my college education, I worked as a debt collector while earning my bachelor’s degree from Arizona State University’s W.P. Carey School of Business. That experience taught me early on that financial hardship can happen to anyone, and that even the most well-intentioned people can feel lost when it comes to managing money. It also sparked my passion for helping others take control of their financial future. Today, as a financial advisor, I’m honored to support clients from all walks of life—business owners, divorcees, widows, empty nesters, and executives—by offering practical, down-to-earth guidance and a strong partnership rooted in trust and transparency. Here’s what clients can expect when working with me: A genuine relationship built on empathy, integrity, and your best interests. A trusted advisor who treats your wealth with the same care and diligence I would my own. A focus on education—helping you understand the “why” behind each recommendation. Long-term commitment to organizing, growing, protecting, and eventually transitioning your wealth. A holistic approach that includes collaboration with CPAs, attorneys, and other professionals—all while maintaining complete confidentiality. I believe in lifelong learning and staying current in the ever-evolving world of finance. I hold my Series 7 and 66 licenses, as well as insurance licenses. I’ve also earned both the Chartered Retirement Plan Specialist (CRPS®) and Accredited Asset Management Specialist (AAMS®) designations. Outside of work, I’m married to my best friend, Jeremy, and together we’re raising two wonderful sons, Sean and Jack. I love traveling, off-roading, playing tennis, reading, and spending time with family. If you’re feeling overwhelmed by the financial “noise,” let’s talk. It only takes one conversation to start making progress—and I’d be honored to be your guide.
♥
Always free for clients.
AAMS, CRPS
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Modern Strategy Investments are not affiliated.