Executive Advisor at
Modern Wealth Management
Years of Experience
18 years
Number of Clients
160
Average Client Size
$1,280,000
Member Since
2025
I truly value the trust that my clients place in me and my team.
I work a wide range of individuals and families all across the Country. A majority of my clients have saved a few million dollars for retirement and are looking for ways to invest with confidence, understand how taxes play a part in their plan, and want an Advisor to be more like a financial coach helping them with decisions so they can spend their time doing the things they enjoy doing.
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Financial Planning Certification Program
Obtained in 2018
Bachelors of Science Business Management
Obtained in 2008
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