Biography

I made my way into this industry by pursuing an interest in investing and helping investors.  What I'd want you to know is that I found meaningful work at the age of 34 that continues to attract my attention and passion for helping others.  Wisdom: Life experience makes for a better adviser.

I am 26 years married to my wife, Lisa.  We are parenting 2 young men, Kevin and Nathan.  My wife works professionally as an accountant and Certified Public Accountant for our local city.  Our 2 boys attend colleges in pursuit of their career goals.   Kevin is in pursuit of a career in digital media, specifically, animation.  Nathan is pursuing sports therapy and playing college futbal.

My favorite pastime is motorcycling, specifically dual-sport motorcycling.  Clients are often surprised to learn that motorcycling is my top leisure sport.  I believe there are numerous parallels with my profession and dual sport motorcycling.  It's very much about risk management and confidence.  The sport provides me an way to fulfill a deep-rooted desire to explore and appreciate our beautiful country.