As the founder of Coastal Wealth Advisors, I’ve been working with unique clients for well over a decade by helping them pursue answers to and strategies through some of life’s most difficult questions and challenging moments. My clients include high-net worth families and individuals, charitable organizations, entrepreneurs, and privately held small-businesses.
Before building Coastal Wealth Advisors, 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 invaluable 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.
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 maintain the required FINRA registrations for investment advisor representatives as well as life and health insurance licenses in several states. I am also an Accredited Investment Fiduciary® designee to signify specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Lastly, I am a CERTIFIED FINANCIAL PLANNER™ Practitioner.
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.
I enjoy spending my spare time pushing the limits at the gym, trekking through the terrain of a mountain trail, traveling with my wife and friends, and taking cruises in my classic car.