My passion for financial planning all began upon my father’s passing. With his preplanning, my family and I were able to fully fund our educations and my mom was left without worry. I got a job as a Financial Advisor at MetLife, with a referral from a friend, and starting building my practice. Lots of long nights & weekends calling, in the first few years, but a time that I value today as I know it was necessary. After working there over ten years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to pursue my own practice under the Commonwealth Financial Network®umbrella and I’ve never looked back. Since then, our team has continued to work with all of our valued families and bring on a selective few annually.
Everyday, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Screaming Eagle Wealth Management will continue to grow and make a real difference in the community. Outside of work, my wife, Jordan & son Douglas, and I enjoy traveling and the beach. When we’re not doing that, we look for ways to serve the health community to raise awareness and cures for blood disorders.
To learn more about the roots of Screaming Eagle Wealth Management, please visit OUR STORY.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
I would pay off the mortgage, fully supply my son’s college fund, buy whatever my wife wants (love you!), and if anything is left over…an epic surf trip.
What’s the most likely place people could find you on a Saturday night?
BBQing and watching a movie at home with my wife & son, enjoying a cold beer.
Which would you pick: Living on the beach or living near the mountains?
I would choose the beach, preferably tropical with a good south swell.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and a cure for blood disorders.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Cherish your loved ones & ALWAYS go in for the hug.