Combines analytical expertise and motivation to make complex financial decisions clear and empower clients.
Joined Lido: 2025
Homebase: Scottsdale, AZ
Professional Focus: With over 20 years in financial services spanning leadership, coaching, and a diverse range of roles, he has a commitment to growth, resilience, and making a lasting impact on the families he serves by earning their trust, and guiding them confidently through major life moments. He believes that family, health, and money are the three pillars most people prioritize in life, and that all are deeply connected.
Education: B.S., Economics, Arizona State University; M.B.A., University of Arizona—Eller School of Management
Previous Work Highlights: Spent over 20 years at Fidelity Investments, holding roles including Branch Leader – Biltmore, Regional Vice President – Managed Solutions, and Regional Brokerage Consultant. Earlier in his career, he worked at Charles Schwab as a Premier Trading Consultant and Active Trader Field Sales Consultant.
Personal Facts: Outside of work, he stays active and curious through tennis, skiing, and Brazilian Jiu Jitsu. He also enjoys spending time with his family, cheering on his daughters in sports, building Legos, playing word games, traveling, coaching, and exploring new restaurants together.
