Financial planning is the cornerstone of the advice and strategies I provide. I often describe it like a map, first assessing where you currently stand and where you aspire to be. Much like a GPS, my role is to guide you along the most effective path, helping you stay on track toward your goals despite life's inevitable twists and turns. Since circumstances can change unexpectedly, I believe it's crucial to regularly revisit and adjust your plan, ensuring it remains aligned with your evolving needs and aspirations.
To create a truly personalized financial strategy, I begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. This involves gathering comprehensive information about your income, assets, liabilities, employer benefits, future financial goals, and any potential challenges you may face. By understanding the full scope of your unique circumstances, I can develop a customized financial plan that is precisely aligned with your priorities.
I prioritize flexibility, considering key factors such as your age, career stage, family dynamics, and investment preferences. I also account for life events -- like marriage, children, home purchases, or retirement -- that can significantly influence your financial decisions. This approach ensures that your financial plan is not only proactive and adaptable but also evolves as your circumstances change. By continually monitoring your progress and making adjustments as necessary, I provide ongoing guidance that helps you stay on course and pursue your goals, no matter what life brings.
When I'm not working, I enjoy spending quality time with my wife, Taylor, and our daughter, Ember. We're always looking for fun weekend activities to give her the best life experiences. Outside of family time, we enjoy hiking, traveling, and unwinding on the beach -- each offering a perfect way to recharge.
BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation to the distribution phase of retirement.
We also work collaboratively with attorneys, accountants, and other professionals to holistically address all of our clients' needs under one roof.
General Information |
| Insurance License#: | 16884961 |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | AL, CA, CT, IN, KS, NJ, NY, OR, SC, VA, WA |
| Work Experience: | I began my professional career at Merrill Lynch, where I focused on constructing personalized financial plans and investment strategies for my clients. I was recruited to UBS in 2014 to lead the financial planning division across four offices, focusing on high-net-worth and ultra-high-net-worth clients. Throughout this period, I maintained a national top ranking at the firm for my financial planning accomplishments before transitioning back into an advisory role working exclusively with clients. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions, Flat Fee |
Education |
| Bachelors of Arts and Sciences | Rutgers University - New Brunswick 09/1/2007-5/30/2011 |
FAQs |
Why should I choose you as my financial advisor?As your financial advisor, I am committed to acting as a fiduciary, ensuring that all recommendations are in your best interests. With extensive experience in financial planning and investment management, I create personalized, long-term strategies tailored to your goals. I pride myself on being highly accessible and responsive, providing proactive outreach for client reviews and answering your questions promptly. I also leverage a strong network of trusted professionals -- accountants, attorneys, lending specialists, and more -- to meet all your financial needs. I will work closely with your existing professionals as well to ensure a cohesive, coordinated approach. In essence, I act as your personal CFO, managing all aspects of your finances to help you focus on what matters most. You can rely on me for consistent communication, a comprehensive strategy, and a commitment to putting your needs first. |
How do you charge for your services?I tailor my fee structure to your unique needs, offering various arrangements based on your financial situation and the level of service required. My goal is to align my compensation with the value I provide, and I'll work with you to choose the best option. Transparency is key, so we'll discuss all fees upfront to ensure you understand the costs. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
| AL, CA, CT, IN, KS, NJ, NY, OR, SC, VA, WA |
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