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We are wildly passionate about stories. Not just any stories, but the stories of families who built wealth and what it took to get there. Some families achieved wealth slowly; some families achieved wealth quickly, while others are continuing to work on building wealth today.

My story begins in Connecticut in the country town of Woodstock. The youngest child of four, I grew up seeing my parents run my dad’s medical practice. Because of this, from an early age I understood the benefits of saving, giving, and spending. Intimately witnessing how a business worked inspired me to get my undergraduate degree in sociology and economics as well as to continue on to get my Master’s in Business Administration with concentrations in finance, marketing, and management.

Before coming to work at Southwestern Investment Group, I started and ran a small business consulting firm that specialized in the healthcare industry for 10 years. Prior to that, I worked in hospital administration and even in an inpatient psychiatric rehab center briefly. Later in my career in 2016, I took the opportunity to author a book called Enough Dreaming as a way to give back to entrepreneurs and inspire others to start their businesses while running my own. During these times, I accumulated quite a few stories of my own.

Today, I live in McKinney with my wife Janelle and my daughter Gianna. Together, we are active in our church; enjoy spending time with family, and treasure quiet conversations. I look forward to sharing in your story.

Financial Consultant Serving Business Owners and Aspiring Retirees

Financial Planner for Small Business, Financial Advisor for Business Owners, Financial Planner in McKinney, Financial Advisor in Frisco


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