Senior Private Wealth Advisor
I am a Senior Investment Advisor who has been working in the financial services space for more than 12 years. I specialize in providing integrated solutions in private wealth management, risk management and financial planning. On the institutional side, I specialize in carve-out benefit programs for senior executives and business transition planning for business owners.
My career began after graduating with a BA in Economics and an M.Ed from Vanderbilt University. While attending Vanderbilt, I was a quarterback on the varsity football team. Prior to joining EMBREE FINANCIAL Group, I spent 12 years as a Senior Vice President at Lenox Advisors.
I spend my free time in the city with my wife, Alexandra, and two amazing children Brooks and Paige. I also sit on the Board of Directors for the Revive Center for Housing and Healing, an organization that seeks to end homelessness and restore hope. I am an avid golfer, Cubs fan and Vandy supporter. My professional designations include my Series 66, Series 7 and multistate personal insurance license.