As a Wedbush Securities Financial Advisor, my objective is to provide unbiased assistance to my clients in working toward their individual short and long term financial goals. With 20+ years of experience in the Financial Industry, I am committed to using my knowledge to construct personalized investment strategies, while working with my clients in a manner and cadence that suits their needs, expectations, and lifestyle. My clients and their goals always come first, and I believe in an open line of communication to minimize surprises.
Born and raised outside of Boston, Massachusetts, I received my Bachelor of Arts degree from the University of Massachusetts and my MBA from Boston University. Prior to beginning my career in Finance, I worked in the Retail Apparel Industry, which allowed me the opportunity to travel the world and live in various locations around the country. I finally settled in Colorado, where I have lived for the past 26 years with my wife. We have four adult children and one grandchild. In my free time, I enjoy listening to music and playing my guitar, as well as participating in activities such as alpine skiing, road cycling, and working out.
Whether the goal is to build personal wealth, plan for retirement or prepare for tuition costs, I partner with my clients to put together a strategy that clearly defines their goals, risk tolerance, and time frame.
Recognized by the firm as a member of the prestigious President’s Club for outstanding contributions to the Wealth Management Division.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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