Our Team

With over 30 years' experience as a financial professional, he has practiced as Certified Public Accountant (CPA) with a big-four public accounting firm, operated a tax practice, and now advises individuals and small business clients. His career includes experience as an Operating Partner with a Multi-Unit Franchise company, Branch Manager/Franchisee with American Express Financial Advisors and a Senior Wealth Advisor with Merrill Lynch where he was a Partner on the $90 Billion Corporate & Institutional Advisory Team, the largest team in the company. In May 2009, he launched his Registered Investment Advisory firm, One Source Advisory, which allows him to facilitate the work of key professionals in delivering wealth management services to the client. “This role allows me to operate as a Personal-Chief Financial Officer (CFO), where I can leverage my skills as the CPA and Wealth Advisor, but with greater independence and resources to elevate the client experience.”

One Source allows me to deliver a more comprehensive service to the client......The independence provides greater resources to deliver leading edge and unbiased solutions to the client’s most pressing needs...