Designations
- Series 65 License
Work Experience
- Joined MAI in 2023 as a Senior Wealth Advisor
- Previously a Private Wealth Advisor for Pariax Private Wealth Management and was responsible for providing comprehensive wealth management services to high-net-worth client portfolios and relationships, as well as financial planning and support for HNW clients with diverse portfolios and individual needs
- Was a professional golfer on both the Canadian PGA and European PGA Tours where he advised up-and-coming players and their families on career paths as well as helping them raise sponsorships to fund their dreams
Life Outside of MAI
- Diehard Boston sports fan and loves to see his Red Sox beat the Yankees
- Resides in Newport Beach, CA with his fiancée Crystal
- Member of the Pelican Hill Golf Club in Newport Coast
Education
- Bowling Green State University, Bachelor of Science: Finance & Economics