Financial Advisor

I am a North Carolina-based advisor overseeing and coordinating the financial affairs of a select group of families and individuals. Coming from a compliance background, I can transfer my analytical skills and attention to detail to help clients properly outline risks and plan for their financial futures. I am deeply committed to my clients and place a high level of emphasis on creating an outstanding client experience. My mission is to help clients identify and ultimately achieve what is most important to them both personally and financially.

I began my financial services career after graduating from Bryant University in Smithfield, Rhode Island, with a degree in Finance. In 2014, I became a Chartered Retirement Planning Counselor℠ (CRPC®) and in 2017 I became board certified as a CERTIFIED FINANCIAL PLANNER™ professional. I am also a registered principle, register options principle, and registered municipal securities principle. In 2019, I obtained my Certified Plan Fiduciary Advisor (CPFA) credential, demonstrating my knowledge, expertise, and commitment to working with retirement plans.

I am originally from Lincoln, Rhode Island, but have been living in the Charlotte area for over 10 years. I currently reside in Denver, NC, with my wife Kelly and our two children, Bo & Caroline. When I'm not chasing the kids around the house, I enjoy playing golf and hockey.