Certified Financial Planner®, Practitioner, Chartered Financial Consultant®, Owner of Cornerstone Private Wealth Planning
I began my financial services career in 2016 and joined Stifel Independent Advisors in 2023. Prior to this, I worked at Morgan Stanley and Edward Jones. I believe financial planning is more than simply looking at the size of a client's portfolio or rate of return, but rather understanding clients' needs and goals and their individual definition of financial success. It is my obligation to thoughtfully understand their unique goals to provide unbiased financial guidance to navigate the ups and downs of life. I have always been guided by the following principles when working with my family of clients: always be on time, do what you say you will do, and treat everyone with respect, regardless of their circumstances.
To better serve those clients with complex estate planning, tax planning, and financial issues, I graduated from the Georgetown University Center for Professional Development, where I earned an Executive Certificate in Financial Planning by successfully completing coursework in all aspects of financial planning. Having earned the CERTIFIED FINANCIAL PLANNER™ certification, I have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. In addition, I earned a Master of Arts in Global Security Studies from the Johns Hopkins University and a B.A. in International Studies from the University of Wisconsin-Oshkosh. I hold Series 7 and 66 securities licenses.
As a military veteran and former member of the U.S. Intelligence Community, I enjoy the opportunity to work with Federal employees and members of the United States military. I am a resident of Alexandria and enjoy community involvement and engaging in fellowship with the members of my local community whenever possible. Outside of the office, I enjoy traveling, cooking, and road biking with my wife, Sarah.
I believe good financial counsel is more than simply looking at the size of a client's portfolio or rate of return, but rather understanding people at their core and their individual definition of financial stability. It is my obligation to thoughtfully understand your unique goals and values to ultimately provide you unbiased financial advice to navigate the ups and downs of life. I have always been guided by the following principles when working with my family of clients: always be on time; do what you say you will do; and, treat everyone with respect regardless of their circumstances.
General Information |
| Firm Start Year: | 2023 | |
| Work Experience: | As a veteran and former member of the U.S. Intelligence Community, I welcome the opportunity to work with members of the Armed Services and Civil Service. I understand the personal sacrifices they have made to support and defend our country, while also understanding the unique benefits veterans and Federal employees have available to them. When working with veterans and civil servants, I focus on the following items: leveraging your potential benefits and their tax status; analyzing your survivorship pension and life insurance options; helping you manage your cash flow to pursue your financial objectives; and, addressing a second career and reviewing retirement planning options |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management |
Services |
| Investment Types: | Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Health, Life, Long Term Care, Variable Life, Variable Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor of Arts - International Studies | University of Wisconsin - Oshksoh
- Oshkosh, WI 08/2004-06/2007 |
| Master of Arts - Global Security Studies | Johns Hopkins University
- Washington, D.C. 01/2010-06/2014 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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