As an Investment Advisor Representative at Complete Wealth 360, I’ve long been dedicated to innovating and accelerating the investment landscape. In my current position at Complete Wealth 360, I oversee my clients’ financial plans and asset allocation models. My strategies are designed to equip clients to successfully mitigate risk while attempting to maximize value over the long term.

I previously served roles as the Regional Marketing Director V.P. for Hartford Funds, Regional Marketing Director for American Funds and National Sales Manager for Compass EMP/Victory Capital. In these roles, I was responsible for sales, marketing, relationship building and distribution within my assigned territories. I had the opportunity to speak to groups all over the world.

I consider myself to be proficient in a variety of areas, which is evident through my work in helping thousands of financial advisors and clients during my 21-year career in the asset management industry. Previously, I earned my bachelor’s degree from Wentworth Institute of Technology in Boston, MA.

On a personal note, I served on the Cub Scouts Leadership Committee and worked with Best Buddies. I ran NYC Marathon in 2023 and raised over $13,000 for Lung Cancer Research Foundation. My wife of 24 years, Karyn, and I are raising our two boys, Jacob and Alex, in Brentwood, TN.