Chief Investment Officer, Private Wealth Manager at
Franklin Madison Advisors
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Allow Me to Introduce Myself
At Franklin Madison Private Wealth, we believe your wealth should work as hard as you do. That’s why I created the Premier Wealth Blueprint—to simplify finances, align your wealth with your goals, and empower you with confidence for the future.
During my two decades in the wealth management industry, I’ve seen too many clients overwhelmed by disorganized finances, paying more in taxes than necessary, and lacking the confidence to make informed financial decisions. This stemmed from generic advice that prioritized product sales or investment outcomes over meaningful results.
You’ve worked hard for your wealth, but without personalized guidance, you’re stuck guessing whether your decisions will actually get you closer to your goals.
The Premier Wealth Blueprint is my response to this problem. It’s a proven framework that transforms financial chaos into simplicity, providing clarity, confidence, and peace of mind through an end-to-end, professionally curated service.
Because if you’re not consistently executing on a clearly defined plan, then every day is a missed opportunity to maximize your wealth and secure your family’s future.
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Specialties and Expertise
6
Tax Minimization Investment Strategies
Retirement Income
Equity Compensation
High Net Worth Planning
Succession Planning
Wealth Accumulation and Preservation Strategies
Clientele
7
High Net Worth Individuals
Corporate Executives
Tech Employees
Business Owners
Wealthy Families
Inheritors
Retirees
Credentials and Designations
4
Master of Business Administration
Accredited Investment Fiduciary®
Series 65 - Uniform Investment Adviser Law Exam
Series 7 - General Securities Representative Exam
Education
3
The American CollegeCertified Financial Planner EducationYear Obtained: 2018
City University of SeattleMasters of Business Administration with an Emphasis in FinanceYear Obtained: 2008
Western Governors University TexasBachelors of Business AdministrationYear Obtained: 2006
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