Areas of Focus
- Investment Management
- Estate Planning Strategies
- Retirement Planning Strategies
- Tax Planning Strategies
- Saving for Education
- Small Business
Qualifications
- Series 7 – General Securities Representative Examination
- Series 66 – Uniform Combined State Law Examination
- Series 3 – National Commodity Futures Examination
- Series 30 – NFA Branch Manager Examination
- Life and Health Insurance
Community participation
Giving back to my community and others is an important part of who I am. I have pushed myself outside of my personal comfort zone by completing triathlons and fighting in boxing matches to raise monies for charities.
Community Participation:
- The Michael J. Fox Foundation for Parkinson’s Research
- Spina Bifida Association
- All Heart and Hands – Volunteer Powered Disaster Relief
Interests
- Family is the foundation on which my life is built. Whether its family time with my wife and 3 kids, helping my brothers and sisters with a project or visiting with extended family I always come away happier and more fulfilled.
- I believe an active lifestyle is key to a long and healthy life. I enjoy swimming, running, biking, skiing and sailing any chance I get.
- Learning and experiencing new cultures thru travel is a passion, I’ve visited over 20 countries to date and dream of one day sailing around the world.
