I believe that every person deserves the chance to succeed professionally and financially, and I have a passion for planning and serving those who desire to achieve their financial goals through institutional quality wealth management, life and legacy planning, and impact initiatives. My goal for ...more

I believe that every person deserves the chance to succeed professionally and financially, and I have a passion for planning and serving those who desire to achieve their financial goals through institutional quality wealth management, life and legacy planning, and impact initiatives. My goal for families is to ensure they have success in aligning their lives with their wealth and passing that knowledge to the next generation. My career began after 9 years of service as a submarine officer in the United States Navy. This spanned multiple disciplines to include submarine nuclear power plant operations, submarine military operations, quality assurance program management, carrier strike group operations, staff and team training, and diplomatic relations for the US strategic nuclear enterprise.less