In 2013, I joined the Zephyrus Financial Services team after spending 10 years in the banking industry. That banking experience gives me a wealth of knowledge I now use to help people plan for their future. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. We enjoy wor
king with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about their family, hobbies and dreams. Itโs important we get to know each client before creating their financial roadmap. I'm a financial advisor by day and a dad and husband by night. When I'm not reading about the latest planning models, you can find me at the lake, reading, spending time with my kids Avari, Logan and Celine or trimming a bonsai tree with my wife, Megan. I hold Series 7 and 66 registrations, an Insurance license and 3(21) and 3(38) designations. Awards:
Cetera Circle of Excellence Advisors 2017, 2018 & 2019 and Cetera Financial Group 2020 Top Advisor. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity.
