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Thank you for visiting this website. Whether you are a current or future friend, family member, or client the resources below will help us connect to each other.
About Me (cliff notes):
Born in Chicago
Graduated from Northern Arizona University
Thoroughly enjoy traveling and experiencing other cultures
Love hiking, camping, adventuring with my wife, Erica, and our two dogs: Reilly & Finn
Work-Wise
I've helped over 500 families working as a Financial Consultant with Schwab from 2011 to September 2024
In September of 2024, I transitioned to TCI Wealth Advisors, an independent, fee-only RIA (Registered Independent Advisor) as a Wealth Advisor in Flagstaff. [Profile Link]
My passion is and will always be helping others reach their future financial potential and success.
Achieved designations: CFP© , CWS© , ChFC©, & AAMS©
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