I’m a Certified Financial Planner who’s worked in financial management since 2005.
After nearly a decade working for one of the largest and most well-respected financial institutions in the world, I noticed two things: first, there was never a shortage of people in the financial management industry looking to help affluent clients; and second, there was an underserved, much larger demographic of success-minded professionals still building their future successes.
Many of these professionals and entrepreneurs are still in the process of building…a business, a family, a vision of their future. They need more guidance than the typical financial advisor offers, and they need it delivered in a way that is practical and convenient for them.
That’s why I founded NextWave Wealth – to help guide and advise professionals who are in their 30’s and 40’s with the same level of financial advice and resources many “high net worth” clients receive. Money is simply a tool. As your financial planner, it’s my job to help you put the right habits in place to create the life you want - both now and in the future.
When I’m not helping my clients, I enjoy spending time with my wife, Maggie, and our two children, Zachary and Arianna. Our family enjoys trying new things and experiences. And we enjoy being near the water whether it be at the pool, the beach, or our newest obsession…cruising. NextWave Wealth is designed to help you, the next wave of decision makers who will help shape our world, build tomorrow’s wealth, today.