With more than two decades of experience in the Financial Services Industry, I embarked on my latest journey with great enthusiasm in 2023 by joining the team at Addison Avenue Investment Services. I specialize in a wide spectrum of investing knowledge encompassing the global markets, fixed income, equities, alternatives, real estate, and more.
My mission is grounded in a long-term perspective, focused on guiding my clients through wealth accumulation, distribution, and ultimately, transfer of assets. I take a holistic approach, delving into the financial well-being of clients, taking the time to understand their aspirations, and partnering with them on their financial journey. By doing so, I can more easily provide strategic options for significant life cycle milestones such as college planning, growing wealth, and retirement planning.
Outside of my professional endeavors, I earned a Bachelor of Science in Management from Tulane University Freeman School of Business and cherish moments spent with my family – my wife, Sonya, and our three beloved children: Elliott, Juliet, and Isla. You'll often find us cycling along the beach and engaged in pickleball and tennis matches. In fact, my wife affectionately labels me a "Surf Dad," akin to the term "Dance Mom."
Despite my industry experience, I like to broaden my horizons through achievements like studying for the Certified Financial Planner (CFP) designation. My commitment to ongoing education empowers me to better provide tailored guidance to each client's distinctive financial ambitions and circumstances. My dedication to staying abreast of industry dynamics ensures that I remain a steadfast resource for my clients' financial well-being.
CA Insurance License #0E83812. Qualifications: Holds series 63, 66 and 7; life and health insurance licensed with variable endorsements.