I believe we all deserve the highest level of service. I take pride in my ability to put advanced concepts into action and effectively communicate these concepts to my clients. I work diligently to demystify the investment and planning process by understanding my clients’ goals and values, and use all of the resources backed by Morgan Stanley to solve problems that require complex solutions.
I am dedicated to helping individuals and families solve their financial challenges. Whether my clients are saving for their children’s college education, solidifying their retirement plan or devising an income distribution strategy, my approach to wealth management includes a thorough planning process and a commitment to providing outstanding service and integrated financial solutions.
Prior to joining Morgan Stanley in 2006, I served as a Financial Advisor at Merrill Lynch. I previously worked in the hospitality industry, holding several management roles at restaurants throughout the early part of my career. This collective experience gave me a diverse set of skills, including prioritizing relationships and the caliber of service I provide to my clients.
Growing up in Keene, New Hampshire, I received my undergraduate degree from the namesake Keene State College. I currently live in Tampa with my wife, Kyla, and my children. I actively volunteer with Feeding America and The American Heart Association, and volunteer within my children's schools.
In my free time, I am spending time with my family! We love to be out on the water, cruising to a sand bar or catching a Tampa Bay sunset. I also enjoy cooking, eating, and entertaining.
Services Include
- Wealth Management
- Retirement Planning
- Annuities
- Financial Planning
- Asset Management
- Life Insurance
- Long Term Care Insurance
- Cash Management and Lending ProductsFootnote7
- 529 Plans
- Alternative Investments
- Sustainable Investing
- Business Succession Planning
Securities Agent: RI, NM, NH, NC, PA, NV, MS, MI, MD, FL, AZ, AK, VT, IL, NJ, MA, DE, WA, CO, CA, WI, TX, MO, HI, GA, CT, OH, ME, AL, NY, SC, TN, MN, DC, AR, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282380
CA Insurance License #: OH79564
AR Insurance License #: 8966442