Hello and welcome!
I’m grateful for the opportunity to share a little about myself with you. I’ve been in the financial industry for nine years, including five years with JPMorgan Chase. In September 2021, I made an exciting decision to join my father, Rick, at FSL Advisors Inc., partnering with LPL Financial as my broker-dealer.
Helping others has always been one of my greatest passions, and this career path has given me countless opportunities to make a meaningful difference—especially within my local community. Through honesty, integrity, and experience, I work with clients to create personalized financial strategies that help them pursue both short- and long-term goals, whether that’s planning for retirement, leaving a legacy, or making a major life decision.
I’m originally from the East Coast, where I spent time in New York, Maryland, and New Jersey. I have lived in San Diego for the past 9 years, where I met my lovely wife, and had our first daughter. We recently moved to North Carolina, as we wanted to be closer to family, as both my brothers, and parents live in NC. I am a huge foodie, and love the opportunity to try all the new, and local food out here (especially the seafood)!
When I’m not working with clients, I enjoy spending time with family and friends. My wife and I love going to concerts, catching sporting events, and—of course—discovering new food spots! Giving back to the community is also important to me. While in San Diego, I was a member of the Oceanside Rotary Club, actively served at my local church, and coached lacrosse at Rancho Buena Vista High School. Now, as my family and I settle into Carolina Beach, I’m excited to continue building connections and contributing to the community here.