As the founder of Coastal Wealth Advisors, I’ve been working with unique clients for close to eighteen years by helping them pursue answers to, and strategies through, some of life’s most difficult questions and challenging events. My clients include high-net worth families and individuals, charitable organizations, entrepreneurs, and privately held small-businesses.
Before founding Coastal Wealth Advisors in 2015, I devoted valuable time to academic studies and hands-on experience with financial firms of various sizes and specialties. During my college years, I earned the title of United States Marine. My time with the Marine Corps proved to be indispensable to this business. We Marines abide by a set of core values that define how we live our lives. These core values of Honor, Courage, and Commitment are integrated into every facet of my client relationships, business processes, and ethical standards. I hold the belief that values are not mere words but demonstrated through actions that shine most authentically when no one is watching.
My academic education includes a Bachelor of Arts Degree in Business Finance and Managerial Economics from Lycoming College as well as an MBA from The Citadel Graduate College. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the Accredited Investment Fiduciary® designation which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet this defined standard of care.
I believe that a firm who maintains an ongoing commitment to process improvement, academic research, professional education, and fiduciary-first responsibility should be the backbone for what clients look for in who they choose as their financial partner. My goal has always been to have Coastal Wealth Advisors be the last financial planner and advisor that clients have to hire.
In my spare time, I enjoy pushing the limits at the gym, trekking through the terrain of a mountain trail, sipping a good tequila, collecting timepieces, traveling with my wife and friends, and taking cruises in Brenda: my numbers matching, 1970 Chevelle SS.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.