SOVEREIGN FINANCIAL GROUP - Key Persons
Job Titles:
- Director of Client Services
I first entered the financial industry in 2002. It's in this industry where I met Nick Zerillo back in 2003. I left the industry briefly and returned to Sovereign Financial Group in 2021. I have a heart aligned with our company's mission and vision. My true passion is helping clients and growing relationships.
In my free time, I enjoy spending time with family and friends, hiking, sporting events, exploring new places and restaurants. I'm also a huge March Madness basketball tournament fan!
I began my career as a Financial Advisor in 2001 at AXA Advisors, LLC. Due to the market decline in early 2001 and followed by the 911 attacks, I quickly learned about the importance of financial planning, and realized what an impact it can have on someone's life. In 2012, I created Sovereign Financial Group, LLC and have continued to expand and enhance the services offered. As a true independent advisor, I am able to offer objective recommendations and impartial guidance to my clients, based directly on what best serves them.
My true passion lies in my desire to make a difference for our clients and serve them with honesty and integrity. No matter what your financial situation or experience may be, I am here to counsel and assist you in making the best decisions to help you, your family and your future. I truly believe that we are all "Created to Serve" each other and our community. I would be privileged to earn your trust and help you navigate through the financial needs and changes in your life.
I am honored to serve currently as an elder, a marriage mentor and as a part of the worship team at my church. I have lived in the Green Bay area for the majority of my life, and love spending time with my amazing wife and three beautiful daughters. I love to travel, be in the sun, grow relationships with people in my life, and spend time on a golf course.