Having 14 years of success in the financial services industry, I have focused on providing unique insight on both practice management and advisor development. I offer portfolio analysis not only to my own clients, but to many of the advisors in a variety of areas from overall retirement strategies to options strategies and qualified plans.I am also heavily involved in the training and mentorship programs here at Allied Wealth Partners.I joined Allied Wealth Partners in January of 2014 after working as an investment specialist at New England Financial for over 14 years. During that time, I built up a wealth of knowledge having worked as a registered representative, the agency's Compliance Director, and since 2007, the firm's Investment Specialist. I hold my series 7, 63, 66, 24, and 4 registrations.I am a registered principal of the firm and the firm's only registered options principal.I am a registered representative and investment advisor representative, offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. When I am not working I enjoys spending time with my family and playing sports with my son. My wife, Vanessa, and I have been married for 11 years and have a 6 year old son, Nick.
Listed skills include Fixed Annuities, Investments, Strategic Financial Planning, Series 7, and 9 others.