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 approach to financial planning and work diligently to ensure our clients achieve success 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 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 four daughters keep me busy. Our first daughter was born in 2017, our second at the end of 2019, our third daughter in 2023, and we just welcomed our fourth little girl in 2025. 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.
