Our Team

I approach financial planning as a form of education. As a speaker and writer, I’ve had the privilege of contributing to top publications like Yahoo Money, the Wall Street Journal, Morningstar, Investopedia, and U.S. News & World Report.

I believe in a clear and straightforward approach to helping people understand that action is more important than any unimplemented strategy. My mission is to simplify complex concepts and inspire action toward achieving financial goals. Whether I’m working with business owners, retirees, or younger families, my focus is on empowering people with the knowledge they need to make informed, confident decisions—without relying on the usual “holistic” and “comprehensive” jargon offered by most of our industry.

When I’m not working, I love being outdoors, cooking, and playing music. I’ve been fortunate to play music all over the world, been nominated for awards, and even won an International Portuguese Music Award for Best Instrumental Performance for one of my original compositions. I continue to write, record, and perform. It is a wonderful way to stay playful and creative throughout your life. If I ever manage to carve out some free time, I will share some of my favorite recipes on my YouTube cooking channel (stay tuned).

Over the years one of the most challenging questions I hear from prospective clients is, “how do I know who the right Financial Advisor is to trust with my wealth?”  I can’t speak for others, but often within the first meeting or two I can demonstrate our ability to listen, learn and then guide our clients to reach their financial summit.  By leveraging strategic partners and specialists, I guide clients through the complexities of the financial landscape, ensuring that every decision is tailored to their unique goals and aspirations. 

I’ve always aspired to be a business owner, and by co-founding Apex Investment Group and partnering with industry leaders, we’re in a unique position to help closely-held business owners expand their businesses while simultaneously growing their personal wealth.

Outside of my professional life, I am a proud father to three wonderful children—Keegan, Sydney, and Lincoln—and share an incredible partnership with my wife, Lisa. Their support and inspiration fuel my drive to continually perform at my best.

Lastly, if you haven’t already heard, I’m a big fan of golf and enjoy exploring new courses with new people. It’s the perfect way to step out of the office and engage in some truly rewarding conversations.