Who I Am
Currently, I reside in Williamsburg, Virginia, with my wife, Hannah, our beautiful daughters, and, of course, our four-legged fur baby, Winston.
I grew up in the small town of Sparta in northern New Jersey. It was a wonderful place to live, with the mountains practically in our backyard for snowboarding during the winter, ice hockey on the lake just down the street, and the local Dairy Queen where everyone gathered after springtime baseball games.
As you probably guessed, I was, and still am, a huge sports fan. Living in New Jersey, I was spoiled with some great sports teams. Being only 30 minutes from New York City, we regularly attended games for the New York Yankees, the New Jersey Devils, and the New York Rangers. I have to say, there is nothing quite like it.
We moved to Williamsburg in October 2001. Life took a turn for many of us that year. While our family did not personally lose a loved one in the tragedy, some of our friends did. My mom wanted us to have a fresh start. Through her example of resilience during that difficult time, my brother and I developed the steadfast strength that has propelled us through many aspects of our lives. Looking back, I know that's where I learned to set my priorities and lead others.
Fast forward to my high school and college years, and of course, they were filled with sports. I competed at a high level and celebrated four state championships: one in baseball and three individual championships in golf.
As opportunities began to open up, I had to choose one sport to pursue, and golf was the clear choice. I was recruited to Methodist University, where I played collegiate golf and earned a Bachelor of Science in Business and PGA Golf Management. MU was an incredible experience and provided a professional network that is second to none.
After college, I pursued my dream of reaching the PGA Tour. Playing professionally becomes your life, and it's far from the glamorous lifestyle most people see on television. I spent 35 to 45 weeks a year on the road, competing for one of only a few qualifying spots, then immediately traveling to the next event with very little time to rest. One week you might be playing in the rain or sleet, and the next in blistering heat in a completely different city. And you know what? It was amazing.
I'm incredibly grateful for the experience, for having the opportunity to earn a living playing the game I loved, and for achieving my goal. The journey was both exhilarating and humbling, with highs of excitement and lows of frustration that taught me invaluable lessons.
As you can imagine, that lifestyle, combined with the demands of the sport, took a tremendous toll on my body. After years of playing through two impingements, a torn labrum, a torn hip flexor, which led to a cracked pelvis and two fractures, I eventually reached the point of not being able to walk. Fortunately, I had an outstanding team of doctors at UVA who put me back together. Thanks Dr. G!
Having had the opportunity to live my dream, I knew these injuries were a wake-up call. I also realized that the lifestyle wasn't one that would allow us to build the kind of family life we wanted. I knew the lessons of self-discipline, hard work, and perseverance, along with the experiences and relationships I had built over the years, would become valuable assets in whatever came next.
I still keep my PGA membership active as the assistant coach of the women's golf team at the College of William & Mary. There is nothing better than giving back and seeing the impact you can have on young adults, both on and off the golf course.
Transitioning from sports professional to financial professional was a natural fit. I understood the nuances of working for myself because, in essence, that's exactly what being a professional golfer is. As such, I also understood the importance of having a detailed plan for one’s long-term financial security. I also knew I could relate to athletes, business owners, and individuals from firsthand experience, helping them understand the value of planning for their future.
Just as importantly, I learned that success comes from surrounding yourself with people who know more than you do in their areas of expertise. That lesson has stayed with me throughout my career.
I was hired by and trained with one of the largest and most well-known firms in the country, where I quickly found success. Over time, however, I realized that being part of a large corporate organization didn't allow me to practice what I valued most: giving clients personal attention, performing thorough due diligence, and taking the time to truly understand what matters most in their lives. Too often, it felt like the focus was on the sale.
Throughout my travels and career, I had built relationships with some of the best people, both in life and in the business. People that truly understand what it means to be a “professional”. Armed with a successful track record, industry knowledge, and a shared vision for serving clients the right way, I reached out to those individuals, and well, here we are today!
Let’s Build Your Next Chapter
Every stage of my life has reinforced the same belief: the best outcomes come from having a clear plan, staying disciplined, and making decisions that align with what matters most.
That's the approach I bring to every client relationship.
Whether you're planning for retirement, growing your wealth, preparing your legacy, or simply looking for greater confidence in your financial future, I'd be honored to help you build a strategy that's centered around your goals and your life.