"You don't have a lot of envy, you don't have a lot of resentment, you don't overspend your income, you stay cheerful in spite of your troubles, you deal with reliable people and you do what you're supposed to do. All these simple rules work so well to make your life better" - Charlie Munger
Outside of life at work, I'm a father to 2 curious and energetic boys, husband to the woman of my dreams, and rescuer of 2 cats and 2 dogs. I've spent my life around the water and love fishing, boating, and surfing. On the weekends you might find our family enjoying some time outside or cruising our local waters. Please visit me on LinkedIn and feel free to connect with me there.
In my free time I enjoy exploring the skies with my drone, finding new places to photograph, and embarking on culinary adventures in the kitchen. I'm a dog mom to two rowdy rescues and I love volunteering at the Humane Society whenever I get the chance.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The Chartered Financial Analyst (CFA®) designation is the most highly respected designation in the investment management profession. The CFA program provides deep knowledge of investment analysis, portfolio management, and ethics. To earn the CFA designation, individuals must pass three levels of exams and meet professional work experience requirements. On average it takes 4 years and more than 900 hours of study time to complete. Only 14% of candidates eventually earn the designation.
For 50 years the CERTIFIED FINANCIAL PLANNER™ designation has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
