I began my financial practice in 2002 with a clear understanding that building Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and transparent financial planning advice, based on a foundation of mutual trust. This is best accomplished through frequent communication where meaningful, raw conversations about financial goals, investments, aspirations, concerns, and fears are encouraged.
I am a U.S. Navy veteran, having served as a nuclear power Submarine Officer. My years of leadership experience, solving complex problems in difficult environments, and disciplined attention to detail all directly correlate to my role as a Financial Advisor. These same skill sets greatly benefit my clients today.
My wife & I have 4 wonderful children, and we enjoy spending our time together outdoors, hiking, and traveling all around the world.
Specialties:
RETIREMENT INCOME: developing optimal strategies for social security, pensions, and investment distributions throughout the retirement journey.
INVESTMENT PLANNING: developing appropriate risk-based portfolios in a complex global environment. Investment strategies must be constantly monitored and adjusted as dynamic situations evolve.
TAX ANALYSIS: analyzing and understanding the tax consequences of various investment products, strategies, and distributions.
ESTATE/LEGACY PLANNING: discussing appropriate strategies to plan for, help protect, and preserve your estate.
RISK MANAGEMENT/INSURANCE PLANNING: analyzing the appropriate amount and type of insurance protection throughout the journey.
Education:
PURDUE UNIVERSITY, West Lafayette, Indiana – 1990-1994
Bachelor of Science in Mechanical Engineering
Dean’s List
- NAVAL OFFICER NUCLEAR POWER PROGRAM – 1994-1995
- Navy Nuclear Power School – Orlando, Florida
- Navy Nuclear Prototype Training Unit, MTS 626 Daniel Webster – Charleston, South Carolina
OLD DOMINION UNIVERSITY, Norfolk, Virginia – 2000-2001 - Master of Science in Engineering Management High-Distinction Honors
Professional Experience:
- FOCALPOINT WEALTH MANAGEMENT – Present
Founder & CEO / Wealth Advisor - WADDELL & REED, INC. – 2007-2016 Wealth Advisor
- FIRST COMMAND FINANCIAL PLANNING – 2002-2007 Wealth Advisor
- UNITED STATES NAVY – 1994-2002 Submarine Officer
- Naval Officer Nuclear Power Program
Community:
- Member of Financial Planning Association (FPA)
- Vice Chairman of the Board – Deer Valley Credit Union
- Past Phoenix Leadership Council Member – National Federation of Independent Business (NFIB)
- Past little league coach
Certification:
- CFP® – CERTIFIED FINANCIAL PLANNER™
- ChFC® – Chartered Financial Consultant®
- AAMS® – Accredited Asset Management SpecialistSM
- Holds FINRA Series 7 & 63 registrations through LPL Financial and Series 65 registration through Wealthcare Advisory Partners.
- Licensed to work in AL, AZ, IL, LA, NY, PA, WA, WI.
