Bringing over two decades of deep-rooted expertise in financial services, he began his journey in the jewelry industry, where he spent twenty years honing his skills before transitioning into finance. This unique background enables him to understand the intricate dynamics of wealth management, particularly in family contexts.

As Managing Director at Eagle Bay, he steers the firm toward excellence in asset management and strategic advisory. His approach is grounded in transparency and personal service, ensuring clients receive bespoke solutions tailored to their multi-generational planning needs. Throughout his career, he has been deeply involved in managing family and institutional wealth, specializing in generational wealth transfer and succession planning.

His commitment to ethical practice is underscored by leadership roles, including Chairman of the Investment Committee for prominent organizations such as the M.B. and Edna Zale Foundation. He holds a degree in Political Science from the University of Colorado and is a Chartered Financial Analyst (CFA), credentials that reflect his dedication to mastering financial expertise.

As an educator, he is passionate about empowering clients to make informed investment decisions. He believes in equipping individuals with the knowledge and discipline needed to take charge of their financial futures. Whether teaching investment literacy, managing portfolios, or facilitating generational wealth transfer, his goal is to foster financial literacy and confidence among those he serves.