I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I served for seven years as a Wealth Advisor, helping clients with their financial planning. I started in the finance industry with the purpose of showing people that their financial dreams can be achievable. I absolutely love my job and find no greater joy than to know I’ve helped someone live out their dreams.

I am a graduate of Murray State University, where I majored in business administration. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I live in Jacksonville, Florida, with my wife, Christina, and our Mini Australian Shephard, Maverick. When I am not busy helping clients, you can find me on the beach hunting for sharks’ teeth or on the golf course working on my humble 14 handicap.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736127-0223

I joined Empower in 2020. As a Senior Financial Advisor, I am responsible for leveraging company resources to help create financial wellness for thousands of Empower clients.

I hold a bachelor’s degree from Loras College, where I majored in economics, and an MBA from Clarke University. Holding Certified Financial Planner and Certified Retirement Counselor designations. I have been in the financial services industry since 2003, and I currently maintain Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

When I’m not busy helping clients with their financial goals, I enjoy traveling and spending quality time with my family.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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I joined Empower in 2022 as a Senior Financial Advisor. Prior to Empower, I served for 14 years as a Wealth Advisor at TIAA, where I helped clients with their retirement planning.

I am a graduate of American University of Paris, where I majored in International Business Administration. I currently maintain the FINRA Series 6 securities registration and Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials.

I live in Denver, Colorado, with my wife, Sharon, and our triplets, Rachel, Shelby and Daniel. When I am not keeping busy with helping clients, you can find me mountain biking in the summer and skiing in the winter.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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In my role as a Senior Wealth Advisor with Empower, I am responsible for helping people to identify opportunities to strengthen their financial futures.

My career in financial services began in 2005, and I joined Empower in 2022.

My educational background includes a degree in finance from the Leeds School of Business at the University of Colorado Boulder. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials. I am also  licensed in all 50 states.

When I’m not working, I try to make the most of living in Colorado. Skiing, climbing, and yoga are a few of my favorite activities. The best part of my day is spending quality time with my partner, Lauren, and our two rescue dogs, Tucker and Jax.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736127-0223

I joined Empower in 2020. As a Senior Financial Advisor, I am responsible for leveraging company resources to create financial wellness for thousands of Empower clients.

My goal is to simplify the complex world of investments and help strategize your investments to and through your retirement years. Understanding that one size doesn’t fit all when it comes to portfolio construction, I will evaluate your personal financial situation through an investment review and then create a unique personalized financial roadmap to retirement. Once we have implemented a strategy, I will check in with you regularly to review and fine-tune the plan as your circumstances evolve.

I recognize the importance of working with someone who has the knowledge and experience to provide financial advice. I have 19 years of experience in the financial services industry, and I currently maintain the FINRA Series 6 securities registration and Series 63 and 65 state securities licenses and hold FINRA Series 7 credentials. I also hold a Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education (InFRE).

I am married to my wonderful wife Brittney, and we have two kids (Logan 18 and Addie 14) and two yellow labs (Dexter 5 and Sully 1). We live in Minnesota and therefore love spending time outside with my family at the lake when time and weather permits. Also, I enjoy gardening, hiking and playing catch with my kids.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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I am a Senior Wealth Advisor for Empower. In my role, I am responsible for helping you with financial solutions available to you and to make sure you are on track to meet your financial goals.  

I joined Empower in 2022.

I hold a bachelor’s degree from the University of South Carolina. I also currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

“EMPOWER” and all associated logos, and product names are trademarks of Empower Annuity Insurance Company of America. RO2736127-0223

I joined Empower in 2022 as a Senior Financial Advisor. Prior to Empower, I was a Financial Solutions Advisor at Merrill Lynch. During my tenure at Merrill Lynch, I partnered with my clients to deliver tailored financial strategies through holistic conversations to help achieve their financial objectives and peace of mind.

I am a graduate of the University of North Florida, where I earned my bachelor’s degree. I maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently live in Jacksonville, Florida, with my wife and three kids. When I am not keeping busy with financial consultations, you can find me at Disney World spending quality time with my family.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. “EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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James joined Empower in 2020 as a Retirement Consultant before transitioning to the Senior Financial Advisor role. Prior to Empower, he was a Financial Consultant at Citizens Securities, Inc. and an Investment Consultant at Natixis Investment Managers. During his tenure at Empower, he has helped individuals realize what their financial goals are and ways they can achieve them.

James is a graduate of Gordon College in Wenham, Massachusetts, where he majored in finance. He maintains the Series 63 and 65 state securities licenses and holds FINRA Series 7 credentials.

James currently lives in the suburbs of Boston. When he is not busy with work, you can find him golfing, playing basketball or watching the Patriots, Celtics or Red Sox.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. “EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.
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I am a Senior Wealth Advisor for Empower. In my role, I am responsible for assessing and improving the likelihood of financial success based on my clients’ goals. By understanding short-, medium-, and long-term aims, I can implement solutions at Empower to help keep my clients on track in achieving financial success.

I joined the organization in 2022.

I hold a physics degree from the St. Mary’s College of Maryland. I currently maintain the Series 66 state securities license and hold FINRA Series 7 securities registration.

I enjoy exploring the world on my bicycle. I have traversed the United States, Cuba, Europe, and Central America — all on my bike.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736730-0123

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for developing a deep understanding of your financial picture to provide you with solutions to help you reach your retirement and financial goals.

I joined Empower in 2022 and have 15 years of experience in the financial services industry.

I currently maintain the Series 63 and 66 state securities licenses and hold FINRA Series 7 securities registration. I am also a licensed life, health, and variable annuities agent.

I live in Jacksonville Beach, Florida with my wife and five children.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736730-0223

I am a Senior Wealth Advisor for Empower. My goal is to discuss and review your financial picture to
help ensure you are getting the most out of your retirement dollars. I can review your portfolio and take a deeper look at your whole financial picture to better to see if it is in line with reaching your financial goals.

I will help you create a financial plan that can help make sure you aren’t taking on more risk than necessary. The goal is to increase the probability that you can meet your financial goals. I can help you simplify your financial life so you can have peace of mind knowing your retirement is being handled with care. 

I joined Empower 2022. I hold an MBA with an emphasis in finance from Rollins College Crummer Graduate School of Business. I currently maintain the FINRA Series 7 securities registration and Series 63 and 66 state securities licenses.

I have been licensed since the movie “Rain Man” came out — which was in 1987. I chose Empower because we are doing things differently. We can help make a big impact.

I am very health conscious and spend most of my spare time with family and grandchildren.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736730-0223

I joined Empower in 2022 as a Senior Wealth Advisor. Prior to Empower, I was a Financial Advisor for Merrill Lynch. During my tenure at Merrill Lynch, I delivered personal tailored financial strategies for my clients and helped them achieve their financial goals with confidence and peace of mind.

I am a graduate of the Heavener School of Business at the University of Florida, where I majored in finance with a minor in real estate. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently reside in Hanover, New Hampshire, with my wife and our two dogs. When I’m not working with my clients, my wife and I enjoy spending our time skiing, hiking, and traveling.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736941-0223

I joined Empower in 2022 as a Senior Financial Advisor. Prior to Empower, I worked at T. Rowe Price as a Senior Financial Consultant. During my tenure there, I helped thousands of clients simplify investing and form a plan to reach their financial goals.

I currently maintain the Series 66 state securities license and hold FINRA Series 7 securities registration. I also hold the Chartered Retirement Planning CounselorSM (CRPC®) designation.

I am a graduate of Clemson University, where I hold a Bachelor of Science in Financial Management. I live in Washington state with my wife Catherine. We love to spend our time watching MMA, pumping the iron, and going on hikes through the Pacific Northwest.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.
 

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I am a Senior Wealth Advisor for Empower. My goal is to use my knowledge and expertise to guide clients related to successful financial planning while building professional relationships.

I joined Empower in 2021 as a Retirement Plan Advisor before transitioning to the Senior Wealth Advisor role. Prior to Empower, I held several roles in the banking, brokerage, and wealth management areas of the financial services industry.

I hold a bachelor’s degree in business administration from the University of Missouri-St. Louis. I currently maintain Series 63 and 65 state securities licenses and FINRA Series 7 credentials.

Currently, I reside in a suburb of St. Louis. Outside work, I enjoy spending time with my family and friends, boating on the lake, and golfing. 

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736941-0223

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for helping clients navigate retirement planning and their financial goals. We focus on four essential elements (savings, investing, spending, and protecting) in our comprehensive approach to planning.

I joined Empower in 2022. Prior to Empower, I was a Financial Solutions Advisor at Merrill Lynch, where I worked with customers to learn about their goals and find appropriate solutions. During my tenure with Merrill, I worked with asset transitioning of trust and estates, portfolio construction, and asset management.  

I hold a bachelor’s degree in business management from Rhode Island College. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.

I currently live in Coventry, Rhode Island with my wife and two sons. Outside the office, I enjoy hiking, cycling, and spending time with my beautiful family.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. RO2736941-0223

I am a Senior Wealth Advisor for Empower. In my role, I am responsible for providing a holistic approach to retirement planning to ensure that each of my clients feels comfortable and confident with their overall retirement plan.

I joined Empower in 2022.

I hold a bachelor’s degree in Social Welfare from Adams State University and an MBA from Colorado Technical University, and I currently maintain FINRA Series 6 securities registration and the 63 and 66 state securities licenses. In addition, I hold FINRA Series 7 credentials and the Chartered Retirement Planning Counselor^SM (CRPC^®) designation from the College for Financial Planning^® (CFFP).

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. 

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.

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