When I am not working, you will find me spending my free time with my wife, and our greatest passion, our two children. I have many interests, and I enjoy spending time with family, exercising, spending time outdoors, traveling, and rooting for my favorite sports teams. For my career, I am a ...more

When I am not working, you will find me spending my free time with my wife, and our greatest passion, our two children. I have many interests, and I enjoy spending time with family, exercising, spending time outdoors, traveling, and rooting for my favorite sports teams. For my career, I am a Wealth Advisor Consultant. I provide a valuable perspective in the areas of intellectual capital, practice management, and portfolio construction. I consult with financial professionals to help them deliver better outcomes for their clients and grow their business. I bring with me industry knowledge and a deep understanding of Nuveen investment solutions including Mutual Funds, ETFs, Separately Managed Accounts, Model Portfolios, Alternatives and 529 plans. As your trusted partner, I will work to gain an in-depth understanding of your business so that I can provide you with investment solutions to meet your client needs. I will also bring you intellectual capital to help you make informed investment allocation decisions, and relevant practice management strategies to support your business development goals. To best serve you, I leverage the expertise of a team and a wide array of resources to support your needs, including: • Equity, Fixed Income and Alternative Investment Portfolio Specialists • Portfolio Construction Specialists • Business-Building Resources and Practice Management Support • SMA, ETF, Retirement, 529, And Closed-End Fund Specialists • Portfolio Manager Access through conference calls, webcasts and videos This comprehensive support enables me to take a solutions-based approach to your business, providing you with the assistance you want in a timely and efficient manner. Specialties: Mutual Funds Separately Managed Accounts ETF's Model Portfolios Closed End Funds 529 Plans Alternative Investments Intellectual Capital Portfolio Construction Business Development & Practice Management If you would like to learn more about our investment solutions, intellectual capital, portfolio construction services, and practice management resources to support your business development goals, please don't hesitate to reach out to me.less