Chief Investment Officer, Private Wealth Manager at
Franklin Madison Advisors
Years of Experience
17 years
Average Client Size
$1,000,000
Member Since
2023
I am very particular about who I work with because I’m personally invested in helping clients see goals come to reality. My approach centers on building a trusting relationship and treating each client with the personalized attention they deserve.
You know how some people are great at managing money, but end up losing track of their wealth due to lack of time? Busy careers, more responsibilities at home, or demanding passion pursuits can cause you to lose sight of your finances. I help accomplished professionals like you simplify your complex financial life, get your financial house in order, and keep it that way forever.
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Certified Financial Planner Education
Obtained in 2018
Masters of Business Administration with an Emphasis in Finance
Obtained in 2008
Bachelors of Business Administration
Obtained in 2006
Senior Investment Strategy Analyst
2001 - 2019
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