As a passionate investment professional focused on portfolio management, I dedicate myself to constructing portfolios that align with our clients' best interests. By keeping an eye on long-term market trends and committing to continuous learning, I find great satisfaction in counseling clients through an ever-changing financial landscape.
Before joining Guardian Wealth Advisors, I honed my skills at a Houston-based independent Registered Investment Advisory (RIA) firm as a research specialist for five years, followed by a year and a half as an investment performance analyst at a regional bank. My academic journey includes a Bachelor's Degree in Finance from Concordia University and an MBA in Finance from Southern Methodist University’s Cox School of Business.
Before venturing into finance, I served nearly eight years as a Hospital Corpsman in the U.S. Navy. During my deployment with the 2d Battalion, 10th Marines to Helmand Province, Afghanistan, I ensured the proper medical care of U.S. Marines and members of the Jordanian Army and Afghan National Army.
Outside of the office, I am an avid weightlifter, golfer, and skier, and I dabble as a struggling musician. I reside in Apple Valley with my wife, Ellie, and our 3-year-old twins, Liam and Evelyn. Through my professional and personal pursuits, I remain committed to guiding clients with precision and care while embracing the joys of family and active living.