My deep-rooted passion for small business and nonprofits was cultivated from a young age, as I observed my parents' entrepreneurial dedication.
I honed my retirement plan expertise while serving as a Managing Director at Fidelity Investments, collaborating with hundreds of small businesses and nonprofits nationwide.
During this period, I not only gained extensive knowledge of the retirement plan landscape but also gained a keen insight into the specific needs and challenges faced by small business leaders.
Driven by my desire to continue supporting these vital organizations, I joined Compass Financial Group in 2023 to continue the entrepreneurial journey alongside my father.
Today, I spearhead the institutional retirement business for Compass, leveraging my wealth of experience to deliver personalized, high-touch service to small businesses and non-profit organizations throughout the Triangle.
Outside of work, you’ll usually find me laughing with my wife, Amanda, and our two pound puppies, Grace and Max. On the rare occasion I get some down time, my face will either be buried in a book or getting dusty in my woodworking shop.