My passions are being a father to my two boys, followed by studying the economy, financial markets, and business. Applying my knowledge and experience to help others create and steward wealth across generations is a source of pride for me. I am grateful to have built a rewarding career doing what I love.
Raised in an entrepreneurial family, my interests led me naturally toward business. In 2012, a friend and I started a local business that still operates today, though with much less of my involvement. I became licensed as an Investment Advisor in 2014, beginning my career in the wealth management arm of Chartered bank firm. In 2016, I moved to Lighthouse Wealth Management, attracted by the entrepreneurial culture of an independent firm and the autonomy it allowed me to work in clients’ interests.
Outside the office, I enjoy time with family and friends, connecting my community, fundraising, and volunteering. For leisure, you can me find on local golf courses or baseball fields, often with my two boys.
Raised in an entrepreneurial family, my interests led me naturally toward business. In 2012, a friend and I started a local business that still operates today, though with much less of my involvement. I became licensed as an Investment Advisor in 2014, beginning my career in the wealth management arm of Chartered bank firm. In 2016, I moved to Lighthouse Wealth Management, attracted by the entrepreneurial culture of an independent firm and the autonomy it allowed me to work in clients’ interests.
Outside the office, I enjoy time with family and friends, connecting my community, fundraising, and volunteering. For leisure, you can me find on local golf courses or baseball fields, often with my two boys.