My career in the financial services industry began after graduating from Lake Forest College with my B.S. in Economics when I accepted a financial advisor role at First Investors Corporation (now Cetera Investors). Fun fact: one of my first mentors was Bill Stead!
Later, my career at First Investors took me to Washington state where I accepted the role of Branch Manager for the Seattle location. I returned to Arizona in 2018 where I worked as Vice President for Pacific Capital Resource Group. In November 2022, my career came full circle and I found myself back with many friends and colleagues from the start of my career when I joined Arizona Capital Management (ACM).
I learned very quickly at the start of my career that my drive comes from those I serve and the relationships that are built from each financial journey. I thoroughly enjoy getting to know people and developing a solid understanding of their financial goals so that we can work together to problem-solve and create a plan for the future. Ultimately, I returned to where my career began because of the people. I believe in what we do at ACM and truly consider this team part of my family.
Currently, I live in Cave Creek with my wife and two dogs. When I’m not working, I enjoy fly fishing, skiing, and hiking, and am an avid golfer. I also love watching live sporting events – especially hockey (Go Avs!)