We’re committed to teaching, training, and developing strategies that help you identify your financial goals, and working together to develop a plan that helps you pursue them.
Former Navy nuke. BBC treasurer. Christian. Chess junkie. Lover of Japanese cuisine.
MY STORY
I started at Integrity Wealth Management in September 2019. I am a client liaison and advisory model tracker. The best part of working at IWM is the co-workers – I love getting to work with our staff day in and day out. We’re a people-focused organization, not only for our staff but for our clients.
Words I live by
Self-sufficiency, and open mindedness
When I’m not at work I…
Am spending time with my wonderful wife, Colleen. We enjoy trying new foods and watching Brittish Comedy together.
Educational Qualifications
Series 7, SIE, Series 66
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.