I’m passionate about helping clients make the most of the wealth they have worked their entire lives to create, with a focus on helping them preserve it for future generations. I consider it a privilege to help my clients build, manage, protect and transfer their wealth in a way that makes a meaningful difference. I believe wealth is not about money, it’s about being in a position to do the things that matter most — to me that means striving to empower clients to live their best lives today while aspiring to build a lasting legacy for tomorrow.

I work with high net worth families and institutions and take pride in delivering the customized advice and high-level service they need, want and deserve. I am guided by my commitment to putting clients first, which includes actively listening to understand, serving with purpose and uncompromising integrity, and ensuring options and opportunities are aligned with what’s most important to them. My top priority is being the trusted resource on which clients can depend for whatever they need, whenever they need it. In 2021 and 2022 I was distinguished as a Wells Fargo Advisors Platinum Council1 member, which recognizes select advisors for professionalism and exemplary commitment to clients.

After serving in the Air Force, I returned to my hometown of Skaneateles, where I still live today with my wife Jamie. Together we have 5 children and 5 grandchildren we enjoy spending time with. A believer in giving back, I have volunteered with many organizations, most recently serving on the board of St. Joseph’s College of Nursing. My wife and I love traveling, playing pickleball and staying active outdoors skiing, boating, hiking and camping.

Professional:
Merrill Lynch 1994–2000
Citigroup Smith Barney 2000–2006
Wells Fargo Advisors 2006–present

Credentials:
Accredited Investment Fiduciary®
Certified Investment Management Analyst®
Series 7, 8, 63, 65 registered
CA Insurance License Number: 0E04560. Resident State NY.

Focus
Every day I strive to do for my client’s family’s what I do for my own, with thorough, tailored advice and well-designed investment plans.

As a financial advisor who holds the designation of a Chartered Retirement Planning Counselor (CRPC®), I’m more than just a numbers-and-markets guy, I’m also actively listening to my clients, helping them think through critical questions as a family, and then aligning their finances with their unique values and goals. I freely get input from your other important advisors: your accountants, and lawyers. Saving time and working to make more efficient plans.

I pledge to my clients that their portfolios will be thoughtfully constructed towards their individual circumstances and preferences, that they will be reviewed with them and changed as life happens, that our team will be reaching out to them as needed, and most importantly, that my advice will be open and honest – to do for you and yours what I would do for my own.


Background and Experience
Personally, I am a native of Skaneateles, New York, who grew up playing hockey and football – go Lakers! I spent most of my young adult life traveling to Haiti, North Africa, and China as a missionary, lending a helping hand wherever I could. After coming back stateside I worked for a trucking company in South Texas, and then a technology company in Seattle. For the last several years, I have been living out a childhood dream of working alongside my father, getting to assist and advise other families, similar to yours.
 

Away from the Office
My wife and I are active members of our church, Grace Chapel, in Skaneateles. We, with our two sons under the age of 3, as well as our dog Mac, a miniature Australian Shepherd, are happy to call the Finger Lakes region of upstate New York home.

I look forward to meeting you and your family soon.

CA Insurance License Number: 4258252. Resident State NY.

As a financial advisor, I bring a wealth of knowledge and experience to my clients. With a proven track record of success, I am committed to creating personalized, detailed, and holistic investment plans that empower my clients to achieve their financial goals and build a secure financial future.

My background includes leadership roles in the design of electric vehicles and founding a successful real estate redevelopment company. These experiences have honed my investment skills and deepened my understanding of the finance industry.

As a member of The Labourdette Financial Group of Wells Fargo Advisors in upstate NY, I draw on my expertise to strive to provide exceptional financial guidance. Whether my clients need assistance with investment strategies, retirement planning, or estate planning strategies, I am committed to delivering personalized solutions tailored to their unique needs.

When I'm not helping my clients, I enjoy golfing and skiing with my beautiful wife Kate.

CA Insurance License Number: 4258256. Resident State NY.

We are backed by one of the nation's largest wirehouses. When clients have an issue or question that requires a subject matter expert address it, we have access to 100s of experts at our disposal, and can easily get answers or set up calls on an extremely wide range of issues. 

No matter how niche or hyper-specific your situation may be, we’ll either get you the right answer, or get someone who can get you the answer. No other local team will do client service better than us!

Our Wells Fargo Advisors team of financial advisors can help you build a team of professionals with Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.