As a financial advisor, I strive to find out what is important to you by using an established process that I have developed over the years. I build personalized financial strategies to help achieve your goals. Together, we will monitor and revisit your objectives and goals to help you stay on track.
I believe that not only is it important to focus on the accumulation phase prior to retirement, it's also key to have a plan for the distribution phase that is tailored to your specific needs and goals for your family.
Prior to joining Raymond James, I began my career with Edward Jones in 2006, immediately after graduating from Indiana University with a degree in sports marketing and management, with a finance focus. In 2014, I became a limited partner with Edward Jones and was a “key leader” for the Chicago market helping oversee training and compliance. In 2022, I joined Raymond James and founded Pinter Wealth Management of Raymond James to further expand on the highly personalized service my clients had come to expect. All aspects of the business are aligned to help us better understand and meet our clients' unique goals.
I continue to develop my skills so that I am positioned with the tools necessary to assist my clients with every aspect of their financial journey. In 2011, I earned the Accredited Asset Management Specialist® designation. In 2018 and 2019, respectively, I earned the Certified Financial Planner ® certification and the Chartered Retirement Planning Counselor™.
From 2023 thru 2025, I have been named to the Raymond James Leader’s Club.
My beautiful wife, Lindsy, and I reside in Inverness, with our two children, Ellis and Maisey. We are members at Inverness Golf Club, where I serve on the board of directors. I am the Director of the Western Golf Association, that oversees the Evans Scholars Foundation Endowment Fund. In addition to golf, we enjoy yoga, sporting events and community involvement. I am born and raised in the Palatine/Inverness area and attended St. Theresa Grade School and St. Viator High School before heading off to Indiana University. It was only natural after finishing school that I would make my way back to the area to build my practice and raise my family.
Raymond James is not affiliated with and does not endorse the opinions or services of Inverness Golf Club.
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.
