As a registered financial advisor, I started my career at Morgan Stanley in 2000 and transitioned to IWM Partners (and LPL Financial) in 2005. I specialize in capital preservation and growth strategies for individuals, families, and business owners as part of my full-service approach to comprehensive financial planning. The areas of investment management, such as, insurance, tax, estate planning, cash flow analysis, risk management, and investor psychology are integral parts of that comprehensive financial strategy.
In 2014, I outkicked my coverage by marrying a superhero named Cristina. We have been blessed with three beautiful children who help fill our home with love at every turn. The joy and inspiration my family gives me is like nothing else I have experienced in life.
As I began my career as a financial advisor after college, I also began officiating the sport which has always been a passion of mine; football. In 2014, I was hired to officiate in the National Football League, where I have been a head Referee since 2018. My path in the officiating world has long been paralleled to that of my financial planning world, as so many of the same qualities of character, integrity, accountability, and work ethic are necessary to be successful at either.
“Character is doing the right thing all the time, even when nobody is looking, and especially when it is hard.”
-Someone who inspires me.