I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

I joined Empower in 2020. As a Senior Wealth Advisor, I am responsible for leveraging company resources to create financial wellness and security for thousands of Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower 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 Empower Annuity Insurance Company of America.

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I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower 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 Empower Annuity Insurance Company of America.

RO2290762-0722

I am a Senior Wealth Advisor for Empower. 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 Empower in 2022. Prior joining Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

I am a Senior Wealth Advisor for Empower. 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

In my role as a Senior Wealth Advisor with Empower, 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 Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower 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 Empower 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 Empower. 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 Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

I am a Senior Wealth Advisor for Empower. 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 Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

In my role as a Senior Wealth Advisor for Empower, 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 Empower 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736127-0223

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower 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 Empower Annuity Insurance Company of America.

RO2290762-0722

I joined Empower in 2020 as a Retirement Consultant before transitioning to the Senior Wealth Advisor role. Prior to Empower, I was a Financial Consultant at Citizens Securities, Inc. and an Investment Consultant at Natixis Investment Managers. During my tenure at Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower 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 Empower Annuity Insurance Company of America.

RO2290762-0722

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

I joined Empower in 2022 and have over 12 years of experience in the financial services industry. Prior to working at Empower, 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 Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736730-0223

As a Senior Wealth Advisor at Empower, I engage with clients to learn about their financial goals and priorities. Through the course of a holistic and comprehensive financial planning conversation, I assist clients with setting financial goals, and provide information and resources for achieving these objectives.

I have been in the financial services industry for over 17 years and have a strong working knowledge of retail retirement products, company-sponsored plans, consumer banking, minor savings, and brokerage accounts.

I joined Empower in 2022. Prior to that, I served as a Vice President/Financial Solutions Advisor at Merrill Lynch. During my tenure at Merrill, I helped clients achieve their financial goals by implementing strategic plans based on financial needs and resources.

I hold a bachelor’s degree from Hillsdale College and a master’s degree from St. John’s College. I currently maintain the Series 66 state securities license and hold FINRA Series 7 securities registration.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736730-0223

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for assessing and improving the likelihood of financial success based on my clients’ goals. By understanding short-, medium-, and long-term aims, I can implement solutions at Empower to help keep my clients on track in achieving financial success.

I joined the organization in 2022.

I hold a physics degree from the St. Mary’s College of Maryland. I currently maintain the Series 66 state securities license and hold FINRA Series 7 securities registration.

I enjoy exploring the world on my bicycle. I have traversed the United States, Cuba, Europe, and Central America — all on my bike.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736730-0123

I am a Senior Wealth Advisor for Empower. My job is to work with clients to get a firm understanding of their financial goals and dreams, and then establish a plan to help them achieve those goals.

I joined Empower in 2022. I have worked in the financial services industry for 20 years and have also worked as a Financial Advisor with Bank of America/Merrill Lynch.

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

I currently live in Maryland, where I have been married for 20 years and have three daughters. Outside work, I enjoy family vacations and playing golf and tennis.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower 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 Empower Annuity Insurance Company of America. RO2736730-0223