Growing up in Charlotte, NC as the son of a teacher I understand the value of education and helping others understand complex subjects. One of the most important hats I wear as a Financial Advisor is that of an educator. I believe that the experiences of our clients are greatly enhanced by having them understand how their portfolios are designed to help them achieve their goals.

As a Financial Advisor with Nine Bridge Financial Partners, I have the privilege of being part of an extraordinary team that takes pride in working with our clients to help plan for and meet their goals. This includes helping them plan for retirement, manage investment goals, as well as planning for generational wealth transfers.

My wife, Jeannette and I spend our “free” time on our farm outside of Charlotte where we embrace regenerative agricultural practices for pasture-raised meats that we share with the community. There are many correlations between this type of farming and successful investing. They require you to be keenly observant of patterns and connections; both need diversification to succeed. A commitment to patience is also necessary to build a sound foundation through principled practices.

Jeannette and I also have 3 grown children, Joe, Dani, and Katie

CA Insurance License Number 0G24572. Resident State NC
AR Insurance Producer License # 727798

Growing up I loved cars. My dad received annual reports for his GM stock and I saw pictures of the CEO standing with a Corvette, Camaro or a GTO. I wanted to be the president of GM. What a great job, you get to be around cars all the time! I had a lot to learn, and would not want that job today. The one thing I did know is that I wanted a car as soon as I could drive. It motivated me to work and save.

My first job, at age 9, was mowing lawns. I would mow 5 lawns a week. I had a goal in mind and enjoyed the work. I rode my bike to nearby car dealers just to look at the new cars. I learned to set a goal and to take steps to reach it. As a Financial Advisor, I do the same for our clients. I help them visualize their goals and put plans in place to reach them. I am fortunate to be a part of a team of professionals that help our clients plan for retirement, manage their investments, and prepare for their family’s future.

Money is the vehicle my clients use to reach their goals, but not the goal itself. My role is to help them take the steps necessary so they can do what they enjoy most.

I live in the Charlotte area with my wife and our two dogs. I enjoy travelling, boating, music, and yes, cars.


California Insurance License 0G23073. Resident State NC
AR Insurance Producer License # 8868411

I grew up in North Carolina and landed my first “job” when I was 15.  In January, of that following year, my parents handed me a 1040EZ to fill out on my own as I was introduced to the world of finance.  After college, I took a job working in 401k customer service where I quickly learned that there were many people who needed help in your financial lives.  I eventually made the decision to become a financial advisor where I could combine my passion of helping others with my interest in planning and investments.

As part of Nine Bridge Financial Partners, I have the privilege of helping my clients plan for the goals that are important in their lives.  This includes planning for retirement, managing investment assets or navigating generational wealth transfers.

When I talk with people about what is important, rarely is money at the top of the list.  As a financial advisor and CERTIFIED FINANCIAL PLANNING TM professional, my role is to help clients manage their financial lives so they can spend more time doing the things they enjoy and spending time with those that they love.  The financial world is continually changing and I’m passionate about helping my clients face these challenges.

I currently live in the Charlotte area with my wonderful wife, Laura.  I also have two sons, Ryan and Conner who are both attending college.  In my spare time I can usually be found running on a trail or the roads in town and love to do just about any outdoor sport!

California Insurance License 0G18722.  Resident State NC
AR Insurance Producer License # 6615408

My grandmother was a stockbroker and I always admired her as being on the front lines of the working woman swing. I met my first manager while shopping and assisted him in finding items for his daughter. He offered me a job handling marketing at Wachovia Securities.

From there, I realized I could have a long-term career in the industry. I desired to climb the ladder to be equally as successful, if not more, than my grandmother. I wanted to be able to provide for and take my family on vacations, just as she had enjoyed doing. I enjoy truly getting to know our clients, whether it’s learning about their families or helping them understand how to simplify their financial lives.  I am here to make the account servicing process as easy and seamless as possible.

In my spare time (what spare time?) I always spend time with my two boys (5 and 8). They play football, basketball, and baseball. We also live on Lake Norman in Denver, NC, and we spend summer weekends on the boat with family and friends. I've recently taken up playing the Banjo! I love to work out, shop and beautify.

Growing up as the oldest of eight children in a large Italian family, I learned early the importance of listening closely to the needs of others and working together to achieve a common goal.

I have found these skills instrumental while working with clients to navigate complex financial decisions in managing their assets and planning for critical life transitions such as marriage, college, and retirement. I have been extremely privileged to work with the Financial Advisor team here at Nine Bridge Financial Partners since 2012 and have worked in the financial industry since 2003.

I live in Rock Hill, SC, with my wife Jessica, our five children, and three dogs. I spend most of my free time running to and from whatever sport the kids play, whether soccer, volleyball, or football. And, of course, chauffeuring my oldest daughter back and forth from college.

CA Insurance Producer License # 0L54265. Resident state SC
AR Insurance Producer License # 8823909

I have always called Charlotte, North Carolina home. Throughout my collegiate football career, I learned the value of teamwork and service to others. These themes continued into my internships in the healthcare and insurance industries while attending the University of North Carolina at Charlotte.

As a team member at Nine Bridge, I enjoy serving and guiding clients in any way I can. I find it rewarding to collaborate with my colleagues to assist clients with complex financial questions or reach their goals.

I currently live in Charlotte with my lovely wife, Kendall. We enjoy traveling, from skiing to anywhere tropical! We can be found in Charlotte trying new restaurants and spending time with our dog Ernie.