ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1991. I help clients succeed by listening to their goals and objectives and surrounding them with a team of experts focused on providing solutions.

I live in Cave Creek, and serve clients in Phoenix and Scottsdale. I enjoy spending time with my wife, Lisa, our daughters, Abby and Ally, our son-in-law, Steven, and our grandson, Huntley. I am on the board of Habitat for Humanity Central Arizona as well as the Starry Foundation.

My areas of focus: Attorneys and accountants, Doctors

Education

  • Valparaiso University: Bachelor of Science, business administration
MY OFFICE

 

16220 N Scottsdale Rd STE 200
Scottsdale, AZ 85254

advisor address map to16220 N Scottsdale Rd STE 200
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.