Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
Private Wealth Advisor
I have a passion for global markets, wealth management, and client services, which I cultivated for over 20 years of representing some of the industry’s most trusted investment firms, including Invesco, Oppenheimer Funds, and Franklin Templeton.
I take pride in having helped countless clients pursue their financial objectives through intelligently directed investments that balance individual goals with market climate and tax concerns. My greatest desire is to help all my clients — individuals, corporations, and organizations alike — understand their potential by investing with purpose. Whether you’re just getting started, building a business, or preserving a legacy, I’m a partner who brings valuable experience and broad wealth management knowledge to your team.
I hold the following certifications: Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Certified Exit Plan Advisor (CEPA®), and Certified Financial Planner (CFP®).
When I’m not at the office, you’ll find me spending time with my wife, Amy, teenage son, Jackson, and Winston the Corgi. I enjoy playing bad golf, eating good food, and traveling the beautiful world.
Investment advice offered through Potentia RIA, LLC, a registered investment advisor. Potentia, Potentia Wealth, and Potentia RIA, LLC are separate entities.