Director
Investment Advisor Team

“Listening to our clients is an important component of our investment philosophy. This allows us to truly tailor an investment strategy to a client’s needs and goals.”

• 34 years of experience
• Former Senior Vice President at major Wall Street firm with over 30 years of experience managing client assets for Capital Markets Group
• Extensive experience in constructing investment strategies to help clients reach financial goals

• If it has to do with the mountains, he’s there!

Phone: 813-205-7471