I joined Personal Asset in 2022 as a Senior Wealth Advisor. Prior to Personal Asset , I served for seven years as a Wealth Advisor, helping clients with their financial planning. I started in the finance industry with the purpose of showing people that their financial dreams can be achievable. I absolutely love my job and find no greater joy than to know I’ve helped someone live out their dreams.

I am a graduate of Murray State University, where I majored in business administration. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I live in Jacksonville, Florida, with my wife, Christina, and our Mini Australian Shephard, Maverick. When I am not busy helping clients, you can find me on the beach hunting for sharks’ teeth or on the golf course working on my humble 14 handicap.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

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I joined Personal Asset in 2020. As a Senior Wealth Advisor, I am responsible for leveraging company resources to create financial wellness and security for thousands of Personal Asset clients.

I hold a bachelor’s degree from Loras College, where I majored in economics, and an MBA from Clarke University. I have been in the financial services industry since 2003, and I currently maintain Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

When I’m not busy helping clients achieve their financial goals, I enjoy traveling and spending quality time with my family.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America.

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I joined Personal Asset in 2022 as a Senior Wealth Advisor. Prior to Personal Asset , I served for 14 years as a Wealth Advisor at TIAA, where I helped clients with their retirement planning.

I am a graduate of American University of Paris, where I majored in International Business Administration. I currently maintain the FINRA Series 6 securities registration and Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

I live in Denver, Colorado, with my wife, Sharon, and our triplets, Rachel, Shelby and Daniel. When I am not keeping busy with helping clients, you can find me mountain biking in the summer and skiing in the winter.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America.

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I am a Senior Wealth Advisor for Personal Asset . In my role, I help my clients understand how the four essential elements (savings, investing, spending, and protecting) are necessary to achieve financial wellness. This allows me to provide clients with customized solutions to see their overall financial health and a clear path to achieve their goals

I joined Personal Asset in 2022. Prior joining Personal Asset , I served as a Vice President, Premium Elite Relationship Manager, at Merrill Lynch. During my 21-year tenure at Merrill, I assisted clients with managing their portfolios and helped clients achieve their financial goals by implementing strategic plans based on their individual financial needs.

I graduated from the University of Phoenix with a bachelor’s degree in business and finance. I currently maintain the Series 66 state securities license and FINRA Series 7 credentials.

I currently reside in Jacksonville, Florida, with my wife and our three children. In my free time, I love to travel and play sports. 

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

I am a Senior Wealth Advisor for Personal Asset . In my role, I am responsible for helping clients establish future financial goals and developing a plan to achieve them.

I joined the organization in 2022.

I hold a bachelor’s degree from the University of Florida. I currently maintain FINRA Series 9 and 10 securities registrations, the Series 66 state securities license, and FINRA 7 credentials.

I am married with two sons, who keep me very busy.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

In my role as a Senior Wealth Advisor with Personal Asset , I am responsible for helping people to identify opportunities to strengthen their financial futures.

My career in financial services began in 2005, and I joined Personal Asset in 2022.

My educational background includes a degree in finance from the Leeds School of Business at the University of Colorado Boulder. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials. I am also  licensed in all 50 states.

When I’m not working, I try to make the most of living in Colorado. Skiing, climbing, and yoga are a few of my favorite activities. The best part of my day is spending quality time with my partner, Lauren, and our two rescue dogs, Tucker and Jax.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

My goal is to simplify the complex world of investments and help strategize your investments to and through your retirement years. Understanding that one size doesn’t fit all when it comes to portfolio construction, I will evaluate your personal financial situation through an investment review and then create a unique personalized financial roadmap to retirement. Once we have implemented a strategy, I will check in with you regularly to review and fine-tune the plan as your circumstances evolve.

I recognize the importance of working with someone who has the knowledge and experience to provide financial advice. I have 16 years of experience in the financial services industry, and I currently maintain the FINRA Series 6 securities registration and Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials. I also hold a Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education (InFRE).

In my free time, I enjoy spending time with family, enjoying time at the lake and working in the yard.

There is no guarantee provided by any party that participation in any of the advisory services will result in a profit. Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Personal Asset Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

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I am a Senior Wealth Advisor for Personal Asset . In my role, I am responsible for helping clients evaluate their current financial picture and offer solutions to help them realize their financial goals.

I joined Personal Asset in 2022.

I hold a bachelor’s degree in communications from Jacksonville University. I currently maintain Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.

Outside work, I enjoy spending time with my family and attending sporting events.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

I am a Senior Wealth Advisor for Personal Asset . In my role, I am responsible for helping you with financial solutions available to you and to make sure you are on track to meet your financial goals.  

I joined Personal Asset in 2022.

I hold a bachelor’s degree from the University of South Carolina. I also currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

“EMPOWER” and all associated logos, and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

In my role as a Senior Wealth Advisor for Personal Asset , I have the privilege of getting to know each of my
clients and their financial pictures with the intention of providing suitable solutions to help achieve all their financial goals.

I began my tenure with Personal Asset in 2022. Prior to that I was an Assistant Vice President of Financial Solutions Advisor with Merrill Lynch, where I did similar work.

I hold a bachelor’s degree from Hood College. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I presently live in Miami, Florida. When I am not providing financial consultations, I like to spend my time traveling and hanging out at the beach or gym.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

I joined Personal Asset in 2022 as a Senior Wealth Advisor. Prior to Personal Asset , I was a Financial Solutions Advisor at Merrill Lynch. During my tenure at Merrill Lynch, I partnered with my clients to deliver tailored financial strategies through holistic conversations to help achieve their financial objectives and peace of mind.

I am a graduate of the University of North Florida, where I earned my bachelor’s degree. I maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently live in Jacksonville, Florida, with my wife and three kids. When I am not keeping busy with financial consultations, you can find me at Disney World spending quality time with my family.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America.

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I joined Personal Asset in 2020 as a Retirement Consultant before transitioning to the Senior Wealth Advisor role. Prior to Personal Asset , I was a Financial Consultant at Citizens Securities, Inc. and an Investment Consultant at Natixis Investment Managers. During my tenure at Personal Asset , I have helped individuals realize what their financial goals are and ways they can achieve them.

I am a graduate of Gordon College in Wenham, Massachusetts, where I majored in finance. I maintain the Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

I currently live in Medford, Massachusetts, a suburb of Boston. When I am not keeping busy with work, you can find me golfing, playing basketball or watching the Patriots, Celtics or Red Sox.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America.

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I am a Senior Wealth Advisor for Personal Asset . In my role, I am responsible for gaining a holistic understanding of your financial picture, which allows me to provide options that can help you achieve your retirement — and other financial — goals.

I joined Personal Asset in 2022. I have over eight years’ experience serving clients in the financial industry. Prior to Personal Asset , I was a Vice President/Financial Solutions Advisor for Merrill Lynch. While I was at Merrill, I worked with clients from all walks of life, helping them achieve their financial goals using customized plans based on their needs.

I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I live in Baltimore, Maryland, with my wife and our four children. When I’m not working with clients to help them reach their financial goals, you can find me enjoying my 200-gallon coral reef aquarium, spending time with my wife and children, or preparing an amazing meal for friends and family.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736127-0223

I joined Personal Asset in 2022 as a Senior Wealth Advisor. Prior to Personal Asset , I was a Financial Solutions Advisor at Merrill Lynch, where I helped my clients meet their retirement and investment goals while providing high quality customer service.

I graduated from Jacksonville University, where I majored in business administration. I currently maintain Series 63 and 66 state securities licenses and hold FINRA Series 7 securities registration.

I live in Jacksonville, Florida, with my wife and son. When I’m not keeping busy with work and spending time with my family, you can find me on the water, fishing.

Securities, when presented, are offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Personal Asset Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Great-West Life & Annuity Insurance Company.

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I am a Senior Wealth Advisor for Personal Asset . In my role, I am responsible for making sure our customers have a plan in place for their finances and retirement goals. 

I joined Personal Asset in 2022 and have over 12 years of experience in the financial services industry. Prior to working at Personal Asset , I served as Vice President/Financial Solutions Advisor at Merrill Lynch. 

I hold a bachelor’s degree from the University of West Florida in Pensacola. I currently maintain the FINRA Series 7 securities registration, the Series 66 and 63 state securities license.

I currently live in Ponte Vedra Beach, Florida. In my free time, I enjoy coaching my son’s sports teams, fishing, and spending time with my family at the beach.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736730-0223

I joined Personal Asset in 2022 as a Senior Wealth Advisor and have 15 years of experience in the financial services industry. Prior to Personal Asset , I served as a Financial Consultant for Manning and Napier Advisors. I have always enjoyed helping clients get clarity with their current situation.  

I hold a bachelor’s degree from Edinboro University of Pennsylvania. I currently hold the Series 63 and 66 state securities licenses and maintain FINRA Series 7 securities registration.

In my spare time, I like to spend time with my husband and three children. I love to read, bake, and try new recipes.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Personal Asset Annuity Insurance Company of America. RO2736730-0223