With a relationship-first approach rooted in integrity, he helps families pursue meaningful goals with clarity and confidence.
Joined Lido: 2025
Homebase: Charlotte, NC
Professional Focus: Focuses on building trusted relationships with clients and helping them achieve their financial goals through thoughtful, personalized planning. His work is grounded in dedication and follow-through, with a focus on making a measurable, positive impact on both clients and Lido.
Education: B.S., Business, Business Management, and Entrepreneurship, Northeastern University
Previous Work Highlights: Served as Director of Business Development, Financial Services at North Highland and previously as Manager of Business Development, Financial Services at American Express Business. Earlier in his career, he held leadership and advisory roles at Bank of America, Kennedy Wilson, Sperry Van Ness, and The CoStar Group.
Personal Facts: He is most proud of being a father to his two daughters and prioritizes time with his wife and family above all else. Outside of work, he embraces an active, outdoor lifestyle – mountain biking, skiing, beach and pool days, travel, landscaping, music, both playing and watching sports – and enjoys barbequing for family and friends.
