After being in the financial services industry for more than three decades, I’m proud to have built a Registered Investment Advisor firm that, over the last decade and a half, has helped clients navigate their individual life journeys, including a pandemic. We are growing, adding exceptional talent to the team and are poised for continued expansion across the country. As the practical type, I get up each day contemplating the issues that need to be solved and think about how to best leverage our resources for efficient and effective outcomes.
I surround myself with leaders and professionals with complementary skills, knowledge and perspectives. Together, with a broad spectrum of experience and viewpoints, we weave thoughtful and well-vetted decisions into the advice, information and service that Elevage Partners delivers to our valued clients and business partners. I hold a Series 65 license and earned a bachelor’s degree in business administration from the University of Arizona, with an emphasis in portfolio theory and finance.
As a practical strategist who thrives on solving problems and aligning resources to create efficient, impactful outcomes for our clients, I believe great financial advice is built on diverse perspectives and shared wisdom. Our team’s collective experience allows us to deliver clarity, confidence, and results… especially when life throws curveballs.
I enjoy golf, culinary arts, winemaking, hiking and serving as a student mentor with Students Rising Above. I reside in Reno, Nevada with my wife Lori (who is president of Elevage Partners) and our two furry kids: our Bernese Mountain Dogs.