As a Wealth Advisor at Arrowhead Wealth Partners, my primary responsibilities include client servicing, portfolio construction, and developing tailored financial strategies. With extensive experience working alongside financial advisors and their clients, I have specialized in building custom portfolios for high-net-worth individuals, guiding business owners through post-sale investment strategies, and implementing tax-efficient investment management.
Before joining Arrowhead Wealth Partners, I worked at State Street Global Advisors, AssetMark, and most recently, Ameritas Advisory Services. Over the course of my career, I have also obtained the Certified Investment Management Analyst® (CIMA®) designation, which reflects my commitment to advanced portfolio management and delivering a high level of service to my clients.
My motivation comes from a desire to help clients gain confidence in their financial future through personalized planning and disciplined investment strategies. I find great fulfillment in creating strategies that align with clients’ goals and provide long-term value.
Outside the office, I am active in my church and enjoy spending time with my wife, Haley, and our two dogs, Otis and Norman.