Managing Director, Executive Financial Advisor at
Modern Wealth Management
Years of Experience
15 years
Number of Clients
120
Average Client Size
$1,200,000
Member Since
2025
Working with people and helping them accomplish their financial planning goals is the most rewarding part of the career, I pride myself on the relationships I have built with my clients over the years.
The typical client I work with is approaching retirement or is already retired. The core of what we do is provide a financial plan that can be monitored over time and build an investment strategy that complements the financial plan. The key to a financial plan is understanding the clients' goals.
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Economics
Obtained in 2010
CLU, CHFC
Obtained in
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