I’ve worked with my father, Ken, and my partner, Craig, in the financial services industry for more than two decades. Today, I serve as our firm’s Private Wealth Advisor and a Managing Partner. My focus is on portfolio development and management, as well as comprehensive financial planning. In addition to working closely with clients, I serve as Deputy Compliance Officer and play an active role on our firm’s strategy, technology, and investment committees.

My wife, Jessica, and I have been married since 2010, and we live in Bloomfield Hills with our two children, Marlie and Parker. Being their dad is truly my greatest joy, and I take great pride in never missing a game, recital, or activity. Outside of work, you’ll have a good chance of finding me working on my golf game. I also love reading, coaching youth sports, and exploring new cultures through travel and food.

In 2008, I was honored to receive the first-ever Vanguard Award from the Detroit Young Professionals for leadership, community service, and innovation. The following year, I was named Coach of the Year by the NBA Cares program, making me one of just 32 youth coaches selected out of nearly 83,000 nominees worldwide. I’m also proud to be a graduate of the Glass Leadership Institute class of 2011.