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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.