CFA®, MBA
Director of Investments
Owner & Co-Founder
I have focused my entire career on the investment marketplace. The first phase of my professional life was dedicated to managing investments for some of the country's largest institutions - pensions, foundations, and charitable organizations.
After more than a decade in the institutional world, I co-founded Martello as the Head of Investments to bring the same level of attention and care typically reserved only for billion-dollar clients to hard-working families in our community.
At Martello, your investment portfolio is more than just a collection of stocks and bonds, or a mutual fund sold on commission by the typical wirehouse advisor. Your portfolio is built around your tax situation, your retirement timeline, and your income needs - not a one-size-fits-all model.
As fiduciaries, we place your interests above all else. No commissions. No product sales. Just advice.
Everything we do - our team, services, investment approach, and financial planning process - is in service to you.
The most widely-respected global financial certification. One of the most rigorous designations to achieve, requiring a minimum of three years and 300+ hours of study per level across three levels.
Certifies proficiency in:
Key West, Florida native, now settled in Virginia Beach with my wife Courtney, three kids, and golden retriever Sandy.
When I'm not in the office, you can find me traveling with my family for fun or, more likely, for youth baseball tournaments (which is also fun!). You might also find me tending our home garden, where my wife and I grow heirloom varieties of tomatoes, peppers, cucumbers, squash, and many other veggies.
I'd love to hear about your situation and see if we might be a good fit.
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