I have been with Stevens Investment Group, Inc. since 2013, but as a client rather than a team member. I recently took an early retirement from Toyota and John Stevens was one of the first people I called for advice when offered the retirement opportunity. The team here has always aligned with my financial outlook and has helped me on my own personal path.
Even before my retirement date, I knew I wasn’t ready to be done working. Eager to do something different and help guide individuals like me, I sat down with John to see if there was need for someone with my experience on the team. My career and background are in finance and accounting, so investment advising was a natural place to land.
The process of building wealth can be overwhelming to many people and I hope to help clients simplify the big picture and visualize the way ahead. I am looking forward to doing more of what I enjoyed most at Toyota – building relationships and helping others navigate the path to meeting their financial goals. Building relationships builds trust, and a strong relationship leads to comfortable communication when navigating any challenges your life has along the way.
I have been married for 32 years to my wife Angie. We have 2 grown sons – Alex is married to Maddy, and made us grandparents to Henry in 2025. Kyle is soon to be engaged to Ariana as well. My hobbies include fitness, antique collecting, or scuba diving, but you’ll find me happiest attending sporting events with friends and family.
I can’t wait to share my unique background with you, help you learn from my experiences (even my mistakes), and walk with you on the path toward financial success. I am excited for this new chapter and to be on the “other” side here at SIG.