I believe that managing wealth extends beyond building investment portfolios. This means meeting with people to discuss what matters most as they prepare for the next stage of their lives and the financial implications of such planning. With over 13 years in the financial services industry working with individuals guiding them as we work towards pursuing their goals. After listening to understand their needs and aspirations, I am able to develop a personalized strategy that helps to define and accomplish those goals. My biggest satisfaction comes from developing those relationships and knowing that what I do does make a difference and that I have been helpful in improving my client's overall experience. When not at work, I enjoy spending quality time with my wife, 3 children, 2 grandchildren and my dog named Dakota. I also enjoy playing golf with my son Tyler. *CRPC and Chartered Retirement Planning Counselor are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries. 