With 18 years of experience in the financial services industry, this seasoned advisor at Apex Private Wealth Advisors has dedicated his career to helping clients achieve financial security and navigate complex financial decisions. Originally from Prairie Village, KS, he studied at the University of Missouri-Kansas City before settling in Sonoma County with his wife, Alexis, and their two sons, Luke and Owen, along with their dog, Mabel.
A Certified Financial Planner (CFP) and holder of the APMA designation, he specializes in retirement planning and generational wealth management. His career began with providing comprehensive financial planning and investment management services, which evolved into a role that includes discretionary portfolio management. His approach combines fundamental and technical analysis to manage investment portfolios, focusing on risk management and diversification to align with clients' financial objectives.
Outside of work, he enjoys traveling with his family, fly fishing, mountain biking, and experiencing live music. He is an avid fan of the Kansas City Chiefs and Royals and takes pleasure in coaching his children's youth baseball and soccer teams. He is also actively involved in charitable activities with the Redwood Empire Food Bank, St. James Catholic Church, and The Children's Museum of Sonoma County.
Clients meeting him for the first time can expect a welcoming and thorough consultation, aimed at understanding their unique financial situations and goals. His favorite aspect of being an advisor is the opportunity to make a positive impact on his clients' lives, helping them understand the financial landscape and empowering them with the knowledge to make informed decisions.
