Father of two perfect angels, husband to another.
I have over a decade of experience in the financial industry. I believe financial success isn’t just about numbers, it’s about understanding your personal goals, lifestyle, and values. I take a relationship-driven approach, ensuring that every ...
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Father of two perfect angels, husband to another.
I have over a decade of experience in the financial industry. I believe financial success isn’t just about numbers, it’s about understanding your personal goals, lifestyle, and values. I take a relationship-driven approach, ensuring that every financial plan is unique as the person behind it. With a deep understanding of market trends, risk management, and long-term investment strategies, I empower my clients to make informed decisions with confidence.
My family was heavily impacted by the Great Recession in 2007-2009. I remember the hardships we faced as a family and the feelings of uncertainly about the future. I remember watching the news and constantly hearing the word “complexity” or similar wording. It made me curious about what actually happened and I set out to understand this “complex system.” The truth, it is complex but it doesn’t have to be. I pursued a career in the financial services to serve as a resource that is reliable and can offer both an easy-to-understand or a comprehensive in-depth discussion around financial markets and how that applies to real life scenarios. I aim to keep it simple, straightforward, and understandable to anyone who sits across from me.
Alongside my passion for helping families navigate financial matters, I enjoy weightlifting, bow hunting, golf, and above all spending time with my family and friends.
All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.
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