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 fifteen years in the financial industry, my experience in both private banking as well as being a small business owner provides 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.
My sweet wife, Georgia, whom I also have the pleasure of working with and our three daughters keep me busy. Our first daughter was born in 2017, our second at the end of 2019, and we just welcomed a third little girl in 2023. In my free time, when I’m not spending time with them, I enjoy being outdoors, grilling on the Big Green Egg, and watching sports when I can commandeer the remote.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.