“Accept the things to which fate binds you, and love the people with whom fate brings you together, but do so with all your heart” – Marcus Aurelius
I joined Resource Financial Planning in 2021, where I work closely with Kathryn on client planning, portfolio management, and investment strategy. Since joining the firm, I have played an active role in developing and implementing financial strategies for individuals and families across the practice.
I entered the financial industry in 2019 and am deeply involved in our collaborative, team-based approach to advising, helping ensure clients receive thoughtful guidance, continuity, and personalized attention as their financial needs evolve over time. In addition to my client-facing responsibilities, I am also involved in broader planning, firm oversight, and operational initiatives across the practice. I started my career in financial planning as a paraplanner, where I built a strong foundation in comprehensive wealth management and long-term financial strategy. Prior to entering the financial industry, I worked within a family business founded by my great-grandfather, which gave me valuable perspective on business operations, long-term planning, and relationship-driven service.
I believe strong financial advice begins with trust, clear communication, and consistency. My goal is to help clients make informed decisions with clarity and confidence through a straightforward and thoughtful approach.
Outside of work, I enjoy golfing, cooking, and bowling. I also spend most of my time outside the office with my wife, daughter, and our pets.
Professional Designations and Licenses:
Accredited Portfolio Management Advisor™ (APMA®)
Registered Investment Advisor Representative (IAR)
General Securities Principal (FINRA Series 24)
FINRA Series 7 and 66 Licensed
Life, Health, and Variable Insurance Licensed
Registered Advisor with Osaic Wealth, Inc.