Who I work with
I work with Aprio high net-worth individuals, families and entrepreneurial clients to provide a better wealth management experience. I lead a team of professionals that coordinate financial and estate planning, investment management and tax services to help our clients achieve their goals. I also work with companies that are interested in joining Aprio.
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My specialty
I am at my best when I am helping our clients solve complex retirement planning, exit planning and investment challenges. I enjoy sharing how Aprio’s coordinated wealth management model and Family Office Services can help our clients advance their personal financial and business objectives.
My strategic planning and leadership skills enable me to wear many hats at Aprio. As the Co-Partner-in-Charge Aprio Private Client Services and CEO of Aprio Wealth Management, I provide guidance to our advisors through Aprio’s Stewardship program to advance client service. I also serve as Partner-in-Charge of Aprio’s ESG Services group which provides corporate responsibility consulting and ESG investment impact analysis.
Unique things about me
I am an avid golfer – it is my sport of choice. However, I also enjoy skiing with family and friends. I also have a passion for planning, planting and growing things. I enjoy spending time gardening, doing landscaping projects in my yard.
When I am not at work
Spending quality time with my wife and kids is everything! Playing ping pong with my kids, keeps me on my toes! All three have wicked back hands.
People say I am
An outcome driven, clear communicator who focused on delivering excellence.