Combines analytical expertise and motivation to make complex financial decisions clear and empower clients.
Joined Lido: 2025
Homebase: Scottsdale, AZ
Professional Focus: With more than 25 years of experience in financial services, including leadership and business development roles, he works closely with families to help them make thoughtful, confident financial decisions. He builds relationships grounded in trust while guiding clients through life’s most important milestones. He believes family, health, and financial well-being are deeply interconnected and essential to long-term success and fulfillment.
Education: B.S., Economics, Arizona State University; M.B.A., University of Arizona—Eller School of Management
Previous Work Highlights: Spent over 20 years at Fidelity Investments, holding roles including Branch Leader – Biltmore, Regional Vice President – Managed Solutions, and Regional Brokerage Consultant. Earlier in his career, he worked at Charles Schwab as a Premier Trading Consultant and Active Trader Field Sales Consultant.
Personal Facts: Outside of work, he stays active and curious through tennis, skiing, and Brazilian Jiu Jitsu. He also enjoys spending time with his family, cheering on his daughters in sports, building Legos, playing word games, traveling, coaching, and exploring new restaurants together.
