From a young age, I was drawn to the world of finance. Starting as a teller and personal banker at 16, I became a Branch Manager at age 21. My career naturally progressed into wealth management, a field that combines my passions for working with people, growing wealth, and entrepreneurship. I take pride in helping clients enhance their financial well-being, whether through investment growth or strategic savings.
There's immense satisfaction in seeing clients retire on their terms, enjoying life without financial constraints. My approach focuses on the entire financial picture, not just asset management. Whether it's planning for travel or large purchases, I aim to add value to every financial decision my clients make. Learning about their personal stories, whether centered around family or travel, enriches our partnership.
I learned the value of financial responsibility while growing up in Manchester, Connecticut, and then later in Buffalo Grove, Illinois. Being able to help my mother financially at a young age left a lasting impression. I was also inspired by a family member’s generosity in helping our family during some challenging times. These experiences shaped my commitment to helping others achieve financial security.
Family is central to my life. I’ve been married to my wife for over 35 years, and have two grown children and two granddaughters. This personal priority extends to my professional focus, ensuring that family considerations are integral to financial planning discussions.
My professional drive stems from embracing complexity and change. Each client relationship is a truly unique financial puzzle that evolves over time. I am dedicated to analyzing that full picture, proactively identifying new opportunities, and ensuring our strategy is always dynamic and perfectly tailored to your goals.
Now residing in North Scottsdale, AZ, I appreciate the diverse landscapes and climates within reach. Whether it's a quick trip to Flagstaff for cooler weather, or a drive to California to enjoy the ocean, the location offers a perfect balance. Outside of work, I love spending quality time with my family, especially my grandchilden, as well as exploring Europe and unique regions throughout the U.S.
As a Certified Financial Planner (2005), Chartered Retirement Planning Counselor (2008), and Accredited Asset Management Specialist (2006), I bring a wealth of expertise to my clients, ensuring they receive informed and thoughtful guidance. Having over 40 years in the financial services industry, I’ve enjoyed thousands of conversations with clients, allowing me to continue to gain new knowledge each and every day, and I can pass on this wisdom to others.