Managing Director at
Modern Wealth Management
Years of Experience
19 years
Number of Clients
300
Member Since
2025
my love language is acts of service. I tend to go overboard with the amount of customer service I try to provide. It is important to me that I have done everything I can to give you the best client experience possible.
I work with a range of clientele. Anywhere from making your first investment to your last investment. Most of my clients have worked 30+ years to accumulate what they have, whether in a 401k or building a business and are ready to sell or pass on to the next generation. Some advisors seem to see it as a "flex" to only work with ultra net worth people. I always say my clients just have worth
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Accounting and Finance
Obtained in 2005
CPA/Advisor
2010 - Present
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