Financial Advisor | Enrolled Agent
I have been in the financial services industry for over a decade, advising clients in the areas of retirement planning, investment management, and all things personal finance. Beginning my career in the banking channel, I have gained a unique perspective on financial planning. In 2021 I earned my Enrolled Agent designation from the IRS in order to provide tax strategy and insight for my clients.
I love teaching and getting to know people so I can help them accomplish their financial goals. In my spare time, I enjoy playing the guitar, coaching baseball, and spending time with my wife Elizabeth, and our two children, Olivia and Titus.