I am an experienced wealth management professional, University of Chicago MBA, CFA charterholder, CFP professional and CAIA with specialization in asset allocation, portfolio construction, due diligence, and project management, currently working as Director of Research and Marketing at SEIA.

Outside of the office, I am a proud Dad, grateful husband, beach football quarterback, craft beer snob, wannabe chef and basketball/music lover.

If you’d like to get in touch, feel free to say hello through any of the social links below.

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