Dedicated to improving clients’ lives and contributing to the lifelong and multi-generational success of each client.
Joined Lido: 2024
Homebase: Dallas, TX
Professional Focus: Focused on creating financial plans for clients that align with their goals and needs, making their lives less stressful and more secure.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Accounting and Finance, Ottawa University
Previous Work Highlights: Began his career at Northwestern Mutual as a Financial Representative before moving on to Wela Financial Advisory, where he served as a Financial Planner.
Personal Facts: Enjoys exploring Dallas, spending time with his family, watching sports, and staying active outside of work.
