My personal practice is focused on working with individuals and their families to protect and achieve their financial goals. I find passion in helping my clients and making an impact in their lives through an individualized and strategic financial planning process.
I take a specialized approach while working with my clients by coaching and motivating them to reach their financial and life goals, as well as building a trusting two-way relationship.
Outside of work, I enjoy spending time with friends and family. I am a proud father of 3 children (2 daughters, 1 son) and 1 dog. In my free time, I enjoy golfing, paddle boarding, pickle ball, running and working out, attending concerts and sporting events and traveling.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Mosaic Capital Group is not owned or operated by Equitable Advisors, LLC or its affiliates.