As an LPL Financial Advisor with Kinecta Wealth Management, my primary responsibility is to assist and guide clients in creating the best strategies for their financial futures. With over 37 years of experience in the financial services industry, I bring a wealth of knowledge and experience to help individuals, families and businesses pursue their financial aspirations. In addition to serving my existing clients, I’m now directing my efforts toward helping Kinecta Credit Union members prepare for Medicare and providing them access to Medicare Supplement products.
My journey in the world of finance began after obtaining a Bachelor of Arts in History from Hobart College. During my first job on Wall Street, I developed a deep fascination for the intricacies of finance. I realized everything, from politics and economics to education and healthcare, revolved around the financial landscape. Since then, I have dedicated my career to helping others strive for their financial goals and objectives, knowing that by doing so, I am making a positive difference in the world.
What motivates me is the opportunity to impact lives and future generations through the application, implementation and use of financial services and products. As a Financial Advisor, I believe the greatest values I can provide for my clients are honesty and experience. Building trust and maintaining transparent communication is essential to developing long-lasting relationships. By leveraging my years of experience and staying current with industry trends, I strive to provide my clients with the best possible guidance and strategies tailored to their unique circumstances.
I reside in Los Angeles, California, with my loving wife. We have three adult children who bring us immense joy and pride. I enjoy exploring the world through travel, having visited 49 countries and 71 cities in my free time. Volunteering at my church allows me to give back to the community that has given me so much. I also find solace in playing golf and taking peaceful walks on the beach.
Registrations held through LPL Financial: Series 7, and 66
Registered for Securities in the following states: AL, AZ, CA, GA, ID, KS, KY, MI, NV, NY, SD, TX, WA and WY
Check the background of this investment professional on FINRA’s BrokerCheck.