About Me

I began my investment industry career in 2014 and joined Stifel in 2021.  I really enjoy that my job allows me to work closely with clients, as I try to truly understand their goals and what they are seeking to accomplish.  This process leads to real relationship building.  I recognize that every client is unique, as is their financial situation.

I earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP^® Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination.  I draw on my knowledge and experience to help you navigate a wealth planning process that’s as unique as you, listening to your goals and tailoring a plan suited to your financial future and lifestyle. 

I grew up in the north suburbs of Chicago, but moved to Dallas to attend college.  I earned a B.B.A. in Finance from Southern Methodist University.  Immediately upon graduation, I moved to Nashville, where my wife and I reside with our dogs, Penny and Hattie.  Outside the office, I enjoy playing golf, reading, and cooking.