With over two decades of experience in the financial services industry, I embarked on my career journey after attending St. Louis University in 1999, starting with Charles Schwab. I later earned my Bachelor's in Business Management from the University of Phoenix and continued to work for prominent financial institutions such as Edward Jones and Wells Fargo. In 2022, I achieved the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services.
In 2020, I joined forces with Liz Lopez to work as financial advisors. After more than a year of collaboration, our team-oriented, client-centric approach, which we call "Together Towards Tomorrow," propelled me toward the realization of a lifelong dream – owning my own firm. In 2021, much sooner than expected, Liz and I co-founded our first firm, creating Prominent Peak Wealth Management.
As a senior wealth advisor and managing partner, my primary focus is on helping our clients succeed. Leveraging my 24 years of experience, I engage in portfolio maintenance and the creation of new financial plans to guide our clients towards their financial goals. I relish the unique financial puzzles each client's situation presents and take pleasure in finding viable solutions. Above all, I find immense satisfaction in witnessing the positive impact my work has on our clients' lives.
Growing up in a small town in Northwest Ohio, I spent many weekends with my father, looking over the Wall Street Journal. We would discuss potential investments, igniting my early interest in finance. This, combined with the lessons from my parents about serving others, drove me towards a career as a financial advisor, where I could apply my passion to improve the futures of others in the financial industry.
As the Chief Investment Officer of Prominent Peak, my specialization lies in constructing customized portfolios that align with clients’ unique needs and desires and expertly managing those investments. Additionally, I excel in retirement planning, where I act as a trusted guide for individuals navigating this crucial life phase.
My wife, Francesca, and I have been married for 22 years and are raising two teenage daughters, Zoe and Lainey, in Phoenix, Arizona. Our family is incredibly active, with both girls participating in basketball teams, and Francesca and I enthusiastically cheering them on at every game. In my spare time, I prioritize family activities, including playing sports together, traveling, and barbecuing.
Stemming from the lessons instilled by my parents, my mission is to serve others and make a positive impact on their lives. It is my hope to embody this life lesson through my work here at Prominent Peak Wealth Management.