I began my financial services career as an equities and derivatives trader with Charles Schwab, then transferred to Banc One Securities serving their highest corporate and retail market clients. I enlisted in the U.S. Army following 9-11, completed two combat tours, and later commissioned as an artillery officer. I spent six years with Edward Jones, after which I launched my own independent, private practice to be able to provide the spectrum and depth of service as a fiduciary desired by the clients with whom I work best. 

When not spending time with clients, family or volunteering, I enjoy my favorite hobby: creative writing. I have been published in a variety of literary fiction journals. You may also find me embarrassing myself on the golf course or staring intently at a chess board from time to time

My most cherished professional blessing is to have served truly admirable and amazing people who have since become close friends.