I started my career as a financial advisor in 1995 and had my own practice for many years. Even while running my own practice, our office culture was always collaborative, and I had the opportunity to work closely with many of the people who are now part of Altus Advisors.
In 2015, I stepped away from my practice for personal reasons, and many of my clients transitioned to the team that ultimately became Altus Advisors. Having already worked alongside many members of the team, I was grateful to know my clients were in the hands of people I knew and trusted. In 2022, I had the opportunity to rejoin the team in a new role, allowing me to reconnect with clients I had worked with for many years while also getting to know many new ones.
My years as an advisor give me a unique perspective in my role today. I’ve always believed in getting to know each client individually and understanding their circumstances, needs, and goals. I enjoy building relationships with our clients and helping our team provide the level of service and personal attention we want every client to experience. My role is to help wherever I can to make that a reality.
Outside of work, I enjoy spending time with my wife, family, and friends, serving our church, traveling, and occasionally playing golf. Working remotely also gives me the opportunity to live near the beach, something I’m very grateful for.