I support Integrated’s growth by empowering our advisors to focus on what they excel at – dedicating their time to their clients and their objectives. My expertise encompasses comprehensive case preparation, software support, training, and case design, all aimed at ensuring the success of our advisors and their clients.

With a strong foundation in the financial industry, I began my career as an advisor, gaining valuable insight into the pivotal role they play in our clients’ lives. This background paved the way for my transition to a home office role, where I served as a key member of the Financial Planning/Sales Support team before joining Integrated in 2004. My direct experience as an advisor cultivated a deep understanding of their needs, motivating me to treat our advisors as my top-priority clients.

My commitment to excellence is driven by a simple belief: our collective success is our client’s success. It brings me great satisfaction to provide our advisors with quality work delivered in a timely manner, enabling them to cater to their client’s needs.

Beyond my professional life, I share a passion for the outdoors with my wife, Shannon. In 2006, we made the decision to relocate to our envisioned retirement destination, allowing us to enjoy an active lifestyle with our two boys. Our free time revolves around activities such as biking, skiing, hiking, swimming, and trying to keep up with our Jack Russell, Athena.