As a Managing Partner with ForthRight Wealth Management, LLC, I enjoy working with our team to improve the lives of our clients. We take a holistic financial planning approach to wealth management, and work diligently to ensure our clients are successful in reaching their life goals. As a trusted Advisor, I believe strong relationships and “Forthright” communication are essential to a long-lasting and fulfilling partnership.
With over ten years in the financial industry, my experience in both private banking as well as being a small business owner provide me with a unique skill set, allowing me to comfortably guide our clients through the ever changing markets in concert with their families’ needs. My goal is to ensure our clients have an exceptional experience, while successfully realizing their dreams.
Our first daughter was born in 2017 and we welcomed another little girl at the end of 2019. My sweet wife, Georgia, who I also have the pleasure to work with and our two daughters keep me busy. But in my free time, I enjoy spending time outdoors with our dog, grilling on the Big Green Egg, and watching sports when I can commandeer the remote.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.