Emerging from a background in the restaurant and hospitality industries, my career in finance was sparked by my natural inclination to help others. My early experiences honed my customer service skills, now a cornerstone of my financial advisory role.
With over 25 years in the financial industry, my strength lies in effectively communicating with clients about life's financial obstacles. I hold several licenses, including series 6, 65, and 7, and am licensed to transact in life, health, accident, and disability insurance. This diverse expertise allows me to provide comprehensive, tailored financial advice.
Outside work, I'm a devoted husband and father. My family—Jacque, Charlie, and Christie—are my everything. When I'm not working, I enjoy good food, better wine, golfing, snow skiing, and boating. These personal pursuits not only bring joy but also provide fresh perspectives that enhance my professional service.