Wealth Advisor at
Ballast Rock Private Wealth
Years of Experience
20 years
Number of Clients
50
Average Client Size
$5,000,000
Member Since
2025
For two decades I have helped manage wealth for individuals, families, and business owners as a fiduciary by building deep, long-term relationships, and guiding clients through all stages of their financial lives
I work with HNW and UNHW clients typically between ages 35-75. We specialize in wealth management, estate planning, tax planning, alternative investments, Private Placement Life Insurance, portfolio management, tax minimization strategies, and detailed financial planning. We work with business owners, tech executives, family offices, doctors, lawyers, high income earners, and professional athletes
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MBA Finance
Obtained in 2008
BS Business Administration
Obtained in 2005
VP Financial Consultant
2018 - 2025
VP Financial Consultant
2012 - 2018
Financial Advisor
2009 - 2012
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