With over 15 years of experience in the financial services industry, I serve as a managing director and executive financial advisor at Modern Wealth Management. Throughout my career, I have built a reputation for delivering tailored, comprehensive wealth management solutions to individuals and families. My approach centers on identifying clients’ goals and implementing strategic financial and investment plans that make those goals achievable. I emphasize focusing on the factors within our control, spending habits, investment risk tolerance, tax diversification through asset structuring, and retirement timelines. By managing these key elements, I help clients build a solid financial foundation that supports their long-term success. My journey in financial advising began in 2010 with MassMutual, where I developed essential expertise in financial planning and wealth management. In 2017, I joined Beltz Ianni & Associates, which was acquired by Modern Wealth Management in 2024. Over the years, I have honed my ability to guide clients through life’s financial milestones, offering personalized advice that balances security with growth. In addition to my hands-on experience, I hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, credentials that reflect my deep expertise in advanced financial planning, risk management, and wealth accumulation strategies. These certifications enable me to provide highly effective, customized financial solutions tailored to each client’s unique needs. Outside of work, I’m a husband, a proud first-time father to our daughter, and a devoted dog owner. In my free time, I enjoy golfing, boating, live music, playing the guitar, and skiing.