After serving four years in the United States Navy, the first civilian job I accepted was as a bank teller. I became very interested in the financial services industry, and over the years, I moved my way up to management. After receiving my financial licenses, I ultimately joined Addison Avenue Investment Services, where their client services and business values align with my own.
Since joining Addison Avenue in 2019, I am proud to be a part of such a thoughtful, motivated, and professional team of Financial Advisors. The best part of my job is getting to know our clients and learning about their financial goals. I apply a transparent approach with clients, with my main goal being that they leave our meeting feeling confident in their decision to work with our team.
I offer a concierge experience to our members, clients, and prospective clients. With each interaction, I think of how our services can make their financial life better, whether it’s offering advice to a new prospect, or listening to the hopes and dreams of a soon-to-be retiree. One of the most rewarding parts of my role is that I have created wonderful working relationships and true friendships with our clients.
Outside of the office, I enjoy watching sports – mostly baseball, basketball, and football. On my down time, my wife and I enjoy exploring the town and scenery.
Qualifications: holds series 7, 63 and 65 securities licenses.
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 Technology 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.