About

I am incredibly passionate about supporting others in making informed decisions to manage their wealth in alignment with their values. My journey began in the Medicare insurance industry, where I witnessed firsthand the significant number of individuals unprepared for their financial future. This experience ignited a desire within me to make a substantial difference. It's possible to be financially poor at any income level if there isn’t a robust plan to save, invest, and manage wealth wisely—fortunes can easily be squandered without it.

In 2014, my career as an advisor truly took off, and since then, I've had the privilege of helping hundreds of families advance their financial goals. I hold several professional credentials, including Certified Financial Planner, Accredited Portfolio Management Advisor, and Behavioral Financial Advisor. On a personal note, I'm the proud father of five wonderful children, a pizza enthusiast, and an avid runner. My work with Twin Rivers Wealth Management allows me to continue making a positive impact every day.