Committed to designing sophisticated planning solutions that bring clarity to complex financial decisions.
Joined Lido: 2025
Homebase: Missouri
Professional Focus: With more than two decades of experience, he partners with advisors and clients to address advanced strategies involving retirement, business transitions, and multi-generational wealth transfer. He thrives in collaborative environments, leveraging deep technical expertise to deliver thoughtful solutions.
Education: B.B.A., Banking and Finance, Mississippi State University; M.S., Data Analytics, Maryville University of St. Louis
Previous Work Highlights: Most recently served as Senior Consultant in the Advanced Planning Group at Cetera Financial Group, advising financial advisors nationwide on wealth transfer, retirement, business succession, and advanced insurance strategies. Previously, he held leadership roles including Vice President of Operations and Technology at Alpine Private Capital and Director of Financial Planning and Alternative Investments at HD Vest Financial Services.
Personal Facts: Outside of work, he enjoys live music and performances, spending time outdoors, and staying active through golf and pickleball. He also enjoys taking long walks with his wife, Jena, and their dog, Sweety.
