Co-Founder, CEO & Chief Investment Officer at Eureka Wealth Solutions. The professionals, families, and individuals we work with have a growth mindset. Our role in the lives of our clients is to guide their financial lives and bring growth to their investments. In any environment, having ...more

Co-Founder, CEO & Chief Investment Officer at Eureka Wealth Solutions. The professionals, families, and individuals we work with have a growth mindset. Our role in the lives of our clients is to guide their financial lives and bring growth to their investments. In any environment, having confidence around your money and the decisions you make provides peace of mind, reduced stress, and excitement for your future. I’ve always been fascinated with investing. After 15 years on Wall Street, I built Eureka Wealth Solutions to help people find success in their overall financial lives. My team focuses on three specific goals for each of our clients. 1) To provide truly personalized portfolios that reflect our client’s values and ideas. 2) To aim for above-average returns on investments. 3) To provide guidance in all aspects of financial planning, to achieve their life goals and prepare for the unexpected. Eureka Wealth Solutions is built to a variety of clients. While our high-touch approach is essential for some, we also provide services starting at $100 annually for those who are just starting their journey to financial independence. I find that clients join us for a variety of reasons. Perhaps you’ve been a do-it-yourself investor with mixed results and are looking for help. Or you’ve worked with one of the large firms and are limited by your investment choices and disappointed with the lack of personal touch. Often, a major life change such as divorce, retirement, medical issue, or job change is the catalyst that brings us together. While passion and duty drive my profession, my family and community drive my life. A percentage of all Eureka Wealth Solutions revenue is donated to community organizations in need. Each year, our clients help us decide which charities we support. My beautiful wife and I are raising two wonderful daughters. In what spare time we have, we love to travel, get outdoors, and take in a live sporting event. I also have a passion for chess, photography and I am a collector. I would be honored by the opportunity to get to know you. Perhaps we’re the right team for you.less