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Investment Advisor, President and Founder
U.S. Navy Veteran. Strategist. Critical thinker. Visionary. Father of six. Grandfather of three.
I founded Integrity Wealth Management in December 2004 (as Alpha Financial Services). Since founding the firm, I’ve always found it deeply gratifying to be able to provide investing solutions for our clients. The culture at IWM is special. Our team is comprised of friendly, servant-minded people. Our goal is to make certain that we understand our clients’ needs and goals, and that they are comfortable achieving those goals.
My years of experience and passion for helping others has positioned me to help hundreds of clients over the years. My approach, along with the backing of our Integrity Wealth Management team, has empowered clients to pursue their financial freedom for years. I has built IWM from the ground up and have seen it grow exponentially over the past several years. Having worked overtime and sacrificed for the sake of the future to build the Integrity team to what it is today, I understand what goes on in clients’ minds when they approach me with their life-savings. My appreciation for my clients’ efforts is displayed through my dedication and unwillingness to settle for less for you.
I attribute IWM’s success to seeking the client’s best interest with honesty, respect, and integrity. I specialize in strategic, custom-built investment planning for every client. I desire to give clients a comprehensive, down to earth knowledge of their investments so everyone leaves the office with confidence.
Enjoy beekeeping on the side, especially with my children. I’ve found great enjoyment in it, as there’s not only so much to learn about honeybees, but also from honeybees. Beekeeping is a real challenge and requires a lot of work, but there’s no better pay than fresh honey right from the comb.
I don’t have a formal degree in my current profession (Investments/Finance) or previous profession (Engineering). Everything I’ve learned came from personal experience, hard work, being inquisitive and fearless of failure, as well as seeking council from seasoned veterans who have demonstrated success.
Series 7
Series 63
Series 65 Fiduciary License
Life, Health, and LTC Insurance