I am a Financial Advisor and Tax Preparer at Saranac Advisors, where I have the pleasure of acting as a financial advisor and portfolio manager on the wealth management team. On the tax side, I lend my expertise as a tax preparer for individuals. My specialization lies in structured income alternatives, portfolio management, and SPVs, which I find incredibly rewarding.
With over seven years of experience in the financial services industry, I've had the opportunity to build a diverse skill set and deepen my understanding of the market. Before joining Saranac Tax, I worked at National Securities Corp., where I honed my skills and obtained the Series 7, Series 63, and Series 66 securities licenses. My journey in this field began after attending the Tippie College of Business at the University of Iowa, where I laid the foundation for my career.
My motivation stems from my upbringing and a lifelong commitment to giving 100% effort in everything I do. The dynamic nature of the business itself keeps me motivated today. I love working with clients, helping them reach their goals, and navigating the ups and downs of the stock market. It's incredibly fulfilling to bring clarity to our clients and provide them with confidence and security. I truly enjoy every aspect of my job, from interacting with clients to the intricate process of constructing portfolios.
Being a native of Springfield, Illinois, I now call Miami, Florida home, where I live with my girlfriend. Outside of the office, I am actively involved as a Member of PrimeTime Business Network. This group has been instrumental in connecting me with professionals across various industries, fostering trust and building a robust referral system. In my free time, I love to indulge in golf, tennis, and swimming.