“Fueled by optimism and persistence.”
I believe the best leaders don’t just set high standards—they inspire others to meet them. I work to create an environment where financial advisors feel supported, challenged, and empowered to achieve lasting success and fulfillment. My approach is simple: motivate them to take the next step, using my “glass is always full” mentality to encourage continued momentum. Inspiring optimism and persistence in others is the sign of a job well done.
I began my career at Park Avenue Securities and American Portfolios before joining Strategies for Wealth in 2019, drawn to a culture where both success and happiness are the norm. I’m proud to contribute to an organization that delivers the most thoughtful, comprehensive planning in the industry while also developing the human being behind the advisor.
I strive to lead a life rooted in strong relationships, clear communication, and decisive action. Serving on the Board of the Fred S. Keller School, an internationally recognized behavior analytic preschool and early intervention program, deepens my sense of purpose. But my most gratifying role is that of husband to my wife Danielle and father to our two daughters, Hazel and Maeve, who keep me grounded and inspired.
At the end of the day, my work is about more than strategy or results; it’s about helping people live with confidence, clarity, and intention. That’s the standard I hold myself to every day. If that sounds like something you’d like to be part of, please reach out.