I joined Empower in 2023, bringing 23 years of wealth management financial services experience. Prior joining Empower, I served six years as a Financial Consultant with E*TRADE from Morgan Stanley in Scottsdale, Arizona. My primary goals are to be a trusted business partner, understand my clients’ financial goals, and provide solutions to help enhance their current financial picture going forward.

I currently hold the FINRA Series 7 securities registration and maintain the Series 63 and 65 state securities licenses.

I am originally from Chicago and live in Phoenix with my family. When I am not working, I enjoy Pilates, scuba diving and exploring local restaurants.

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. RO3037742-0823

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I was a Financial Advisor for Merrill Lynch. During my tenure at Merrill Lynch, I delivered personal tailored financial strategies for my clients and helped them achieve their financial goals with confidence and peace of mind.

I am a graduate of the Heavener School of Business at the University of Florida, where I majored in finance with a minor in real estate. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently reside in Hanover, New Hampshire, with my wife and our two dogs. When I’m not working with my clients, my wife and I enjoy spending our time skiing, hiking, and traveling.

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. RO2736941-0223

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I was a Senior Financial Consultant at T. Rowe Price. During my tenure at T. Rowe Price, I helped clients navigate retirement planning and discussed their financial goals with them.

I currently maintain the Series 66 state securities license and hold FINRA Series 7 securities registration. I also hold the Chartered Retirement Planning Counselor^SM (CRPC^®) designation.

I am a graduate of Clemson University, where I majored in finance, and I live in Colorado Springs with my wife, Catherine. When I’m not watching football and the UFC (Ultimate Fighting Championship), you can find me skiing in the Rockies!

Securities, when presented, are 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 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.

RO2042521-0222

I am a Senior Wealth Advisor for Empower. My goal is to use my knowledge and expertise to guide clients related to successful financial planning while building professional relationships.

I joined Empower in 2021 as a Retirement Plan Advisor before transitioning to the Senior Wealth Advisor role. Prior to Empower, I held several roles in the banking, brokerage, and wealth management areas of the financial services industry.

I hold a bachelor’s degree in business administration from the University of Missouri-St. Louis. I currently maintain Series 63 and 65 state securities licenses and FINRA Series 7 credentials.

Currently, I reside in a suburb of St. Louis. Outside work, I enjoy spending time with my family and friends, boating on the lake, and golfing. 

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. RO2736941-0223

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for helping clients navigate retirement planning and their financial goals. We focus on four essential elements (savings, investing, spending, and protecting) in our comprehensive approach to planning.

I joined Empower in 2022. Prior to Empower, I was a Financial Solutions Advisor at Merrill Lynch, where I worked with customers to learn about their goals and find appropriate solutions. During my tenure with Merrill, I worked with asset transitioning of trust and estates, portfolio construction, and asset management.  

I hold a bachelor’s degree in business management from Rhode Island College. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently live in Coventry, Rhode Island with my wife and two sons. Outside the office, I enjoy hiking, cycling, and spending time with my beautiful 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. RO2736941-0223

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for providing a holistic approach to retirement planning to ensure that each of my clients feels comfortable and confident with their overall retirement plan.

I joined Empower in 2022.

I hold a bachelor’s degree in Social Welfare from Adams State University and an MBA from Colorado Technical University, and I currently maintain FINRA Series 6 securities registration and the 63 and 66 state securities licenses. In addition, I hold FINRA Series 7 credentials and the Chartered Retirement Planning Counselor^SM (CRPC^®) designation from the College for Financial Planning^® (CFFP).

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 Senior Wealth Advisor for Empower. I am responsible for exploring investment strategies, consolidation efforts, helping clients with planning in correlation to their financial goals, and ensuring we are doing everything we can overall at Empower to help our clients reach their highest potential.

I joined the organization in 2022.

I hold a bachelor’s degree in science and health from the University of North Florida. I currently hold FINRA Series 7 registrations and maintain the Series 66 state securities license.

I currently live in Jacksonville, FL with my fiancé, Marian. When I’m not helping my clients, you can find me at the beach treasure hunting with my trusty metal detector.

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. RO2763099-0323

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I was a Financial Advisor at Merrill Edge for eight years. During my tenure at Merrill, I partnered with clients to help them discuss and achieve their financial goals. I did this by presenting my clients with solutions and establishing an ongoing relationship with them through their financial journeys as their Financial Advisor.

I hold a bachelor’s degree in finance from the University of North Florida. I maintain the Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

I currently live in Jacksonville, Florida. When I am not keeping busy helping my clients, you can find me spending quality time with my family at the beach, zoo or theme parks.

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.   

I joined Empower in 2022. I have been in the financial services industry for over 17 years and have background knowledge in consumer banking, retail retirement products, company-sponsored plans, minor savings accounts and brokerage accounts. 

I hold a bachelor’s degree in marketing from the University of North Florida, and I 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.

RO2290762-0722

I am a Senior Wealth Advisor for Empower. In my role, I assist customers with their overall financial portfolio, including assets outside of Empower using state-of-the-art tools and resources.

I joined Empower in 2022.

I hold an associate degree from the State University of New York at Delhi. I currently maintain FINRA Series 9,10, and 24 securities registrations, the Series 66 state securities license, and FINRA Series 7 credentials.

I am a lucky husband of many years, proud dad of two awesome children, and recent granddad who is actively involved in our church. I am also a dog lover and a beach lover who likes to sip bourbon. I enjoy spending time with my family, reading, baseball, and yard work (other than shoveling snow).

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. RO2736941-0223

I am a Senior Wealth Advisor for Empower. In my role, I help my clients achieve the financial future they envision by using my vast industry knowledge and taking advantage of all the planning strategies Empower has to offer.

I joined Empower in 2022. Prior to that, I was a High-Net-Worth Financial Consultant at T. Rowe Price for three years. Prior to that I worked at Ayco Personal Management, a division at Goldman Sachs, for 10 years. At Goldman Sachs I focused on numerous financial planning strategies with emphasis on estate planning. Over the course of my 25+-year career, I have helped numerous individuals and families ranging from ultra-high net worth to those just starting out achieve their financial goals.

I hold a bachelor’s degree in finance from Siena College. I currently maintain Series 63 and 66 state securities licenses and hold FINRA Series 7 and 24 securities registrations. I am also proud to say I have been a Certified Financial Planner™ professional since 2012.

When not helping clients, I love to spend his time with my beautiful wife, Florence; daughters, Vivian and Gwendolyn; son, Desmond; and dog, Pepper. My hobbies include going to the gym, working on home improvement projects, attending my kids’ sporting events, watching the NFL, and enjoy everything “Colorful Colorado” has to offer.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design), and CFP^® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.

RO2763099-0323

I am a Senior Wealth Advisor for Empower. In my role, I help clients navigate retirement planning and reach their financial goals with confidence.

I joined Empower in 2018.

I hold a bachelor’s degree in economics from the University of Colorado at Boulder. I currently maintain the FINRA Series 6 registration and Series 63 and 65 state securities licenses, and I hold FINRA Series 7 credentials as well as the Chartered Retirement Planning Counselor^SM (CRPC^®) designation from the College for Financial Planning^® (CFFP).

I live in Denver, Colorado. When I’m not working, you can find me enjoying the Colorado mountains and spending time with friends and 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 2023 as a Senior Wealth Advisor. Prior to Empower, I was a Financial Advisor for Merrill Lynch and Citi for over 7 years. Before joining the financial industry, I served as a combat medic with the United States Army and spent over 20 years helping people in the health care sector. I truly care about my clients and consider it my mission to do everything to help them achieve their financial goals.

I hold my bachelor's degree from Salisbury University. I maintain the Series 66 state securities license and hold the FINRA Series 7 registration.

I currently reside in St. Augustine, FL which I have called home for over 20 years. When I am not helping clients achieve their financial goals, you can find me spending time with my son, Ryan, our dog, Ozzy and cat, Smokey. I also enjoy going to the beach, fishing, DIY projects, jeeps, motorcycles and any sport with a ball or puck.

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.
RO3037742-0823

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I was a Financial Solution Advisor at Bank of America/Merrill. During my tenure at Merrill Edge, I helped clients achieve their financial goals by implementing strategic plans based on financial needs.

I hold a bachelor’s degree in business and economics from the State University of New York at Oswego. I maintain the Series 66 state securities license and hold FINRA Series 7 and Series 9/10 credentials.

I currently live in Jacksonville, Florida. When I am not keeping busy with work, you can find me outdoors spending time with family.

Securities, when presented, are 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 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.

RO2042521-0222

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to working for Empower, I was a Financial Solutions Advisor at Merrill. During my tenure at Merrill, I assisted clients with their planning for retirement and helped them understand their current investment strategies.

I graduated from the University of North Florida, where I majored in finance. I currently maintain the Series 63 and 66 state securities licenses and FINRA Series 7 credentials.

I live in Jacksonville, Florida, with my son and wife. When I’m not keeping busy with work, you can find me enjoying sports, reading, and spending quality time with 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. RO2736941-0223

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I worked as a Financial Solutions Advisor with Merrill Lynch, where I helped clients visualize and develop financial goals, constructed client portfolios, and provided tailored investment advice that enabled clients to achieve their goals. As a Senior Wealth Advisor with Empower, I help clients develop and implement retirement strategies that provide peace of mind and confidence in the retirement journey. 

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

I live in Jacksonville, Florida, with my wife and two children, and I enjoy spending time as a beekeeper, among many other outdoor activities. Before my time in the finance world, I spent six years in the United States Navy as an Electronics Technician attached to the Guided Missile Destroyer, USS Stethem (DDG 63). During that time, I lived in Great Lakes, Illinois; San Diego, California; and Yokosuka, Kanagawa, Japan. The experiences I gained and lessons I learned while traveling the globe, working with individuals of all walks of life, and engaging with other cultures were invaluable. I carry those lessons with me in the work I do today.

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. RO2736941-0123