Experience

Element Risk Management

• United States
• Insurance
• 1 - 100 Employee

• President, Investment Advisor Rep., & Financial Advisor - Element Wealth Advisors / Element Risk

  • Aug 2020 - Present

  Element Wealth Advisors & Element Risk Management offers a holistic approach to retirement & financial planning. With a desire to be fiercely independent, we are able to act as your fiduciary in every aspect of your financial plan. As a firm, we continue to grow organically and through acquisition. I am President & Investment Advisor Representative at Element Wealth Advisors and Financial Advisor at Element Risk Management. Advisory services are offered through Element Risk Wealth… Show more Element Wealth Advisors & Element Risk Management offers a holistic approach to retirement & financial planning. With a desire to be fiercely independent, we are able to act as your fiduciary in every aspect of your financial plan. As a firm, we continue to grow organically and through acquisition. I am President & Investment Advisor Representative at Element Wealth Advisors and Financial Advisor at Element Risk Management. Advisory services are offered through Element Risk Wealth Advisors, LLC DBA Element Wealth Advisors, a Registered Investment Advisor in the Commonwealth of Pennsylvania. Insurance products are offered through Element Risk Management LLC, an affiliated company. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. www.elementrisk.com www.elementwealthadvisor.com Show less Element Wealth Advisors & Element Risk Management offers a holistic approach to retirement & financial planning. With a desire to be fiercely independent, we are able to act as your fiduciary in every aspect of your financial plan. As a firm, we continue to grow organically and through acquisition. I am President & Investment Advisor Representative at Element Wealth Advisors and Financial Advisor at Element Risk Management. Advisory services are offered through Element Risk Wealth… Show more Element Wealth Advisors & Element Risk Management offers a holistic approach to retirement & financial planning. With a desire to be fiercely independent, we are able to act as your fiduciary in every aspect of your financial plan. As a firm, we continue to grow organically and through acquisition. I am President & Investment Advisor Representative at Element Wealth Advisors and Financial Advisor at Element Risk Management. Advisory services are offered through Element Risk Wealth Advisors, LLC DBA Element Wealth Advisors, a Registered Investment Advisor in the Commonwealth of Pennsylvania. Insurance products are offered through Element Risk Management LLC, an affiliated company. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. www.elementrisk.com www.elementwealthadvisor.com Show less



South Western School District

• Head Golf Coach

  • Jul 2013 - Present



Barrick Insurance

• United States
• Insurance
• 1 - 100 Employee

• Financial Advisor

  • Dec 2015 - Jul 2020