As the Visionary leader and CEO of Prism Financial Concepts, I focus on the development and execution of strategic initiatives to grow the company. Fed up with the “business as usual” attitude of the financial advisory community at large, in 2016 I set out to accomplish three things: eliminate conflicts of interest that exist in the FA industry; realign advisor compensation with customer value; and change the conversation that advisors have with their clients to support a best and highest capital allocation mandate.
My recent whitepaper “The Investment Paradox of the Entrepreneur” speaks to the practical aspects of the change I advocate for, and throughout my career I have advised thousands of business people on the benefits of thinking differently. I also serve on the board of the Arizona EO Accelerator Program, mentor Arizona Commerce Venture Ready participants, and sponsor programs like Arizona Start-up Week.
A believer in living a well-rounded life, I also dedicate time to coaching ice hockey (as a Pinnacle High school Division 3 ice hockey coach) and I’m an avid supporter of social and communal causes that enable greater safety and security for children and empower financial literacy across the Arizona community. My wife Stephanie and I live in Scottsdale with our children Max and Paige and our Havanese, Charley.
As an investment advisor with Prism Financial Concepts, I strive to help my clients attain lasting financial health. With over 10 years of experience in accounting, finance and tax planning, my expertise in strategic tax planning enables me to advise clients to optimize their earnings with long-range goals in mind.
I have also served as an owner and managing partner of an Arizona-based CPA firm since 2013. As a result, I'm intimately familiar with the challenges small business owners face. This experience has equipped me with the tools and understanding to develop specific strategies that assist small business owners and entrepreneurs.
My wife Candace and I are raising our daughter Ellie and our son Benjamin. We love traveling and spending time outdoors as a family. I’m an Illinois native and love watching Chicago sports teams in my free time. We make it a priority to take frequent trips to the beach (usually San Diego) where I hope to retire someday.
In serving as client concierge at Prism Financial Concepts, my top priority is the daily operations of the Prism office. Whether I’m coordinating community events, scheduling appointments or assisting clients with paperwork, I am happy to help when it comes to connecting people and finding answers.
I’ve had over 15 years of experience in client relations and marketing—combining hospitality management with positions in event planning, retail and law. My dynamic experience enables me to understand a diverse range of clientele and work to address their unique concerns.
In my spare time, I enjoy cooking and tackling projects with my daughter, discovering local Arizona restaurants and working on my garden.