Wealth Planning Advisor

I believe great wealth management starts with careful listening, attention to detail, and long-term relationships. My focus is on planning where I work with clients to find strategies that help them achieve their financial goals while getting to know them personally, professionally, and financially.

I began my career on an investment desk, building a foundation in client communication, capital markets, investment philosophy, and trade execution. I then transitioned to the RIA space, focused on financial planning, while gaining experience across cash flow, tax, retirement, estate, and investment planning for high-net-worth families.

I earned a B.S. in Business Administration from La Salle University, where I triple-majored in Finance, Marketing, and Management & Leadership while competing in Division I water polo.

A St. Louis native, I now live in Smyrna with my fiancée and our dog, Fitzgerald. Outside of work, I enjoy cooking, golf, reading, and cheering on the Buffalo Bills.

I’m committed to helping clients bring clarity, structure, and confidence to every aspect of their financial lives.