I believe our financial well-being is essential to our overall happiness. As someone who enjoys helping people, this notion wasn’t lost on me when I decided to pursue a career in the financial industry.
I began my career in Saint Petersburg, FL (my hometown) with Raymond James Financial Services in 2005. It was during that time that I became acquainted with Addison Avenue Investment Services. After starting to work with Addison Avenue, I began to understand the program and its employees and it became clear that they shared a lot of the same values that are important to me personally and professionally. This engagement led to my wife, Katy, and I moving to Boise in January of 2019 to join the Addison Avenue team.
I am a Certified Financial Planner™ practitioner, Certified Investment Management Analyst® and Accredited Investment Fiduciary® who focuses on partnering with members to help them achieve their long-term financial goals. For me, it’s means a lot of hard work. For you, it means you have an experienced professional who’s dedicated to doing what’s best for you. As your Financial Planner, it’s my job to help guide you through some of your most important financial decisions.
When we meet, we’ll talk about where you are today and create a blueprint to take you and your family where you want to be in the future.
Outside of work, my wife and I enjoy snowboarding, mountain biking, fishing, and camping. We welcomed our first child, Aspen, in November 2022 and are enjoying spending time with her and our two Vizslas, Ginger and Archie. We are also travel enthusiasts and consider traveling an excellent way to see life from another perspective and learn from other cultures and customs.
I’d love to meet you and explore how I may be able to help you reach your financial destination. To schedule an appointment, give me a call.
- Forbes Best-In-State Wealth Management Teams, 2023
- Forbes Top Wealth Advisors Best-In-State, 2023
The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealthmanagement-teams-best-in-state/?sh=52b7dc7d76f2 for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.