INVESTMENT PHILOSOPHY
As your financial advisor, I believe that my role is to provide you with comprehensive financial advice in all phases of your life. I strive to help my clients pursue their financial goals, and will help develop a personalized plan tailored to the needs of you and your family.
My team specializes in discretionary portfolio management, focusing on strategies that rely on carefully selected methodologies and investments. We combine complementary investments in your portfolio, with the goal of pursuing more consistent returns.*
In this ever-evolving financial landscape, our team is committed to providing you service built on a foundation of experience, integrity and trust. We care about what fulfills you and will steward your financial assets accordingly.
EXPERIENCE & EDUCATION
My career in the securities industry began in 2001 at Citigroup. Prior to joining the Palo Alto team at Addison Avenue Investment Services, I worked for such well-known firms as Citi Personal Wealth Management, Citi Smith Barney, TD Ameritrade and A.G. Edwards & Sons.
Throughout my career, I have worked to continuously hone my craft. In 2006, I earned the ACCREDITED ASSET MANAGEMENT SPECIALISTTM (AAMS™) designation from the College for Financial Planning, which required specialized training in such areas as tax management, wealth management strategies and college planning. In 2019, I earned the Accredited Investment Fiduciary® (AIF®) designation, a professional achievement for financial advisors who have mastered specialized knowledge of fiduciary standards of care and how those standards apply to the investment management process. Accredited Investment Fiduciary® designees prioritize their clients’ financial interests above their own. As a former banker, I also have experience with loans and traditional savings components of financial planning.
As an advisor with these credentials, I can help provide clients with a more holistic approach to the service and advice I provide while keeping trust and integrity at the forefront of every client relationship.
THE PERSONAL SIDE
I am a proud father of two young men who are currently attending college in California. As empty nesters, my wife and I enjoy travel and learning about different cultures. While we are always seeking a new adventure, we often find ourselves returning to Maui, where we enjoy the slow pace, warm sun, and margaritas on the beach!
I actively serve my community as a youth baseball coach, and as an ambassador for Baseball Without Borders Foundation (BWBF), an organization dedicated to donating baseball equipment to children in third world countries.
* Investing involves risks including the possible loss of capital. There is no assurance any investment strategy will be successful.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Raymond James is not affiliated with any organizations mentioned above.
Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs. Banking and lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services.