As a Personal CFO, I am responsible for the coordination of all aspects of your financial life and accountable for you achieving both your business and personal life goals. This entails delivering comprehensive advice on both the personal and business sides of the coin, while seamlessly integrating them into your overall life plan.
Prior to launching Crown Wealth Group, I spent 2 years at a Charlotte-based wealth management firm building out their Personal CFO division as the Director of Personal CFO Services. I spent the previous 8 years building and executing this model as the Managing Director of a private wealth management firm with offices in Raleigh, Richmond and Charlotte.
I earned my Bachelor’s degree in Finance, with a minor in accounting, from North Carolina State University. In my free time, I enjoy golf, travel, following the Wolfpack, Panthers, and Yankees; as well as spending time with my wife, Jessie, and our dogs, Stella and Tim.
My role is simple to explain yet complex to execute daily. Essentially, I am responsible for coordinating all client activity as well as the client's team of experts to ensure the advice that is delivered to you is followed through to completion. This includes representing our clients in real estate transactions through my affiliation with Berkshire Hathaway HomeServices Carolinas Realty.
Prior to launching Crown Wealth Group, I joined a Charlotte-based wealth management firm to build out the operations for a Personal CFO division and led the firm's advisor acquisition strategy. I spent the previous 4 years as a Client Relationship Manager for a private wealth management firm, servicing and providing advice to clients, as well as a lead team member within the firm’s merger and acquisition strategy.
I earned my Bachelor’s degree in Finance from North Carolina State University. I love being outdoors, whether it's at a concert, on the water or on a golf course. Most importantly however, is spending time with my family who lives right here in Charlotte.
As Chief Investment Officer, I am responsible for ensuring our firm’s goals-based investment philosophy is properly implemented to ensure our clients achieve the objectives identified in the financial planning and advice delivery process. This includes maintaining an effective and efficient investment process along with the proper allocation and management of investment portfolios. My role extends into being a Personal CFO to our clients where I am responsible for the coordination of all aspects of their financial lives.
Prior to joining Crown Wealth Group, I was a Regional Vice President and Investment Executive at Questar Capital for five years where my responsibilities included recruiting advisor talent and growing the businesses of over 125 registered representatives. My career started in New York City analyzing banks for the U.S. Department of the Treasury where I interpreted and enforced banking laws set forth by Congress. In June 2008, I joined a Wall St. trading floor that traded $1 billion worth of equities daily and the financial crisis began shortly thereafter. Much of my knowledge, passion and respect for the financial markets and global economies were shaped during those historic years. I later spent two years at an investment bank authoring buy/hold/sell investment recommendations with a focus on semiconductor stocks.
I earned my bachelor’s degree in Finance from St. Cloud State University, and also studied at Macquarie University in Sydney, Australia. My wife Melissa and I have moved across the country twice since being married and are happy to have found our forever home in Charlotte. North Carolina has proven to be a great place to raise our three boys Camden, Mac and Austin as we enjoy ski vacations in the winter and beach trips during the summer. During my free time you may find me at local breweries, on a golf course or cheering for UNC basketball.
As Executive Director and Investment Committee Chairman I have several responsibilities but one ultimate goal: to help clients sleep well through varied investment environments as I have done for over four decades. I founded Client First Advisors, LLC in 2011 and subsequently merged with Crown Wealth Group in 2019. As the Chairman of the Investment Committee I engage in economic and market research and collaborate with the CIO on investment decisions for all Crown Wealth Group clients.
My career has spanned over 40 years. I have been fortunate to have traveled the globe while working for some of the world’s leading investment banks including The First Boston Corporation, Morgan Stanley International, and Goldman Sachs. I have acted as a consultant to a number of major investment institutions in Europe and the Middle East. During my career I have acted as broker, general partner and investment advisor.
I earned an MBA from New York University, and received a BA in Economics and English Literature from St. Peter's University, in Jersey City, NJ. I also studied at Hautes Etudes Commerciales in France and The London Business School.
In 2009 my wife Mary Jo and I moved south to Chapel Hill. We enjoy wine, traveling and the many delights that North Carolina has to offer. We have six children and one grandchild living in four different states.