Personal Statement: Having advised both institutional and retail clients for 30 years, I bring a capital markets-focused approach to core financial planning and investment portfolio activities at Hawthorne Capital Wealth Advisors.
Primary Practice Areas: Estate Planning, Retirement Planning, Tax Guidance, Investment Management
Employment History: Prior to joining Hawthorne in 2013, I spent 15 years working as a Senior Vice President of Fidelity Investment Institutional Services Company, marketing the firm's extensive product platform to many of the Midwest's most notable investment advisory groups. Applying Fidelity's vast technical resources within the advisory community has allowed me to develop a sophisticated investment advisory model blending credit markets and macro trends into individual and corporate client circumstance.
Prior to my work with Fidelity, I spent 10 years as a registered principal and regional manager with Woodbury Financial Services and Cigna Financial Advisors.
Education: Finance Degree from Eastern Illinois University
Credentials: Series 7, 22, 24, 63, 65, Life and Health Insurance licenses
Affiliations: Currently serving as President Emeritus of the Board of Directors for “Friends of Kids with Cancer” and chairperson of the Finance and Audit committee
Hobbies & Interests: I spend much of my free time with my family and looking after our farm. I also enjoy traveling, golf, biking and running, and live in Clayton with my wife, Katrina.