We were built to be the firm we couldn't find for our own families.

After more than three decades in wealth management—including senior leadership and portfolio management roles at major international financial institutions—I founded Quantum Private Wealth with a simple vision: to create the type of advisory firm I would want for my own family. Too often, large firms are driven by corporate priorities, layers of bureaucracy, and standardized solutions.

At Quantum, we believe wealth management should be personal. Every strategy begins with understanding our clients—their goals, values, family dynamics, and long-term aspirations. Our purpose is to provide the sophisticated resources and capabilities of a large institution while delivering the accessibility, responsiveness, and personalized attention of a boutique family office.

As CEO and Chief Investment Officer, I remain actively involved in both the investment process and the client experience. Our clients work directly with the decision-makers responsible for managing their wealth. This collaborative approach allows us to develop customized strategies built around each family’s unique objectives and risk tolerance.

At the center of our philosophy is Quantum’s proprietary e³ Framework — Empower, Enhance, Elevate. Grounded in behavioral finance principles, the framework is designed to help clients generate sustainable income, preserve and grow wealth, and create meaningful legacies for future generations. While markets and circumstances evolve, our commitment remains constant: providing thoughtful advice, disciplined investment management, and exceptional service.

Outside the office, I enjoy spending time with my wife, Jenny, our three adult children, and our family. Whether traveling, skiing, mountain biking, golfing, or simply enjoying time together, family remains my greatest priority. I am also passionate about giving back to the community through charitable and nonprofit organizations focused on improving the lives of children and families.

At Quantum Private Wealth, we believe wealth is about more than money—it is about creating opportunities, supporting the people you care about most, and building a legacy that endures for generations.

I began my career in the financial industry with AllianceBernstein, one of the world’s leading asset management firms. As a Regional Sales Consultant, I had the opportunity to work alongside hundreds of financial advisory teams across a wide range of firms and business models. That experience provided a unique perspective into how advisory practices operate, the value they deliver to clients, and where opportunities exist to create a better client experience.

What I learned was that while many advisors genuinely want to do what’s best for their clients, large organizations and standardized processes can sometimes stand in the way of delivering truly personalized advice. Too often, clients are treated as accounts rather than individuals, and investment strategies become centered around products and models instead of personal goals.

That realization ultimately led me to Quantum Private Wealth. At Quantum, we believe that successful wealth management begins with understanding each client’s story, values, and objectives. Every family has different needs, and every financial plan should reflect those differences. Rather than relying solely on traditional risk models and standardized portfolio allocations, we work closely with our clients to develop customized strategies designed around their specific goals, priorities, and vision for the future.

My role is to help simplify the complexity of investing and provide clear, transparent guidance through every stage of the wealth management process. I believe clients should always understand why a strategy is being implemented, how it supports their long-term objectives, and the risks and opportunities associated with every decision.

As Sun Tzu famously said, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” Successful investing requires both—a well-defined plan and the discipline to execute it. Outside the office, I enjoy golfing, running, skiing, wakeboarding, wakesurfing, mountain biking, and spending time with family and friends.

I am also passionate about personal fitness, competition, and continually challenging myself both professionally and personally. Ready to take control of your financial future? Let’s start the conversation.

For more than 25 years, I have had the privilege of working in the financial services industry, helping clients navigate important financial decisions and ensuring they receive the support and attention they deserve. Throughout my career, including positions with nationally recognized investment firms, I developed a deep appreciation for the importance of service, communication, and building lasting relationships.

What I’ve learned over the years is that exceptional client service isn’t just about processing paperwork or solving problems—it’s about creating confidence and peace of mind. Clients want to know they have someone they can trust, someone who listens, follows through, and is committed to making their experience as seamless as possible.

That philosophy is what brought me to Quantum Private Wealth. At Quantum, we believe that outstanding service is just as important as outstanding investment advice. As Senior Client Service Administrator, I oversee the day-to-day administration of client accounts and support the operational needs of our team. My goal is to ensure that every interaction reflects the high-touch, family-office level of service our clients have come to expect. I believe the best way to serve clients is to listen carefully, ask thoughtful questions, and remain proactive.

Whether assisting with account needs, coordinating requests, or helping clients navigate administrative matters, I strive to make every experience efficient, personalized, and stress-free. Attention to detail and genuine care are at the heart of everything I do. Outside of the office, I enjoy spending time with my husband, Scott, and our Maltese, Tara.

We love enjoying the Florida sunshine at our home in Sun City and spending summers in Lake Geneva, Wisconsin, reconnecting with family and friends. We also cherish time spent at our family farm in Iowa. Family, community, and relationships have always been an important part of my life, and those same values guide the way I serve our clients every day.

At Quantum Private Wealth, we understand that every client relationship is built on trust. I am proud to be part of a team that values personal service, meaningful relationships, and helping clients feel supported every step of the way. Ready to experience a higher level of personalized service? I’d love to help.

For more than thirteen years, I have had the opportunity to work in the financial services industry with respected firms including MassMutual and MetLife. Throughout my career, I have learned that while investment strategies and financial plans are important, exceptional client service is what truly defines the client experience.

What drew me to Quantum Private Wealth was the firm’s unwavering commitment to putting clients first. In an industry that can sometimes feel impersonal, Quantum’s focus on relationships, trust, and individualized attention closely aligns with my own values. I wanted to be part of a team that views clients as people, not account numbers.

As Client Service Administrator, my goal is to make every client interaction seamless, efficient, and rewarding. I believe the foundation of great service begins with listening—taking the time to understand what matters most to each individual and ensuring their needs are met with care, attention, and professionalism. Whether assisting with account administration, answering questions, or coordinating requests, I strive to make every experience with Quantum as smooth and stress-free as possible.

I believe that strong relationships are built through consistency, communication, and genuine care. By being accessible, responsive, and proactive, I am proud to help support the high-touch, family-office level of service that defines the Quantum experience. A lifelong Floridian, I was born and raised in Miami before relocating to Tampa with my son several years ago.

Family, faith, and community continue to be the foundation of my life and guide the way I approach both personal and professional relationships. Outside of the office, I enjoy staying active and making the most of Florida’s beautiful weather. You’ll often find me on the tennis or pickleball courts, relaxing at the beach or pool with family and friends, or taking long walks with my Goldendoodle, Mylo.

I am grateful to be part of a team that shares my commitment to service, integrity, and meaningful relationships. At Quantum Private Wealth, we believe that lasting relationships are built on trust, and I am proud to play a role in helping our clients feel supported and cared for every step of the way. I look forward to welcoming you to our Tampa office and helping make your experience with Quantum exceptional.

Since Quantum Private Wealth was founded, I have had the opportunity to help build and support the firm from the ground up. From establishing our first office in Lake Forest to helping oversee our continued growth and expansion, I have been involved in many aspects of the business, including operations management, real estate planning, vendor relationships, contract negotiations, and strategic decision-making.

What I have learned throughout my career is that successful organizations are built on strong relationships, thoughtful planning, and a commitment to serving others. While clients may not always see the work that happens behind the scenes, effective operations are essential to delivering the high level of service and attention they expect and deserve.

At Quantum, my role is to help ensure that our business operates efficiently, allowing our advisors and service team to focus on what matters most—our clients. Whether reviewing contracts, coordinating projects, supporting our team, or serving as a trusted sounding board for strategic initiatives, I strive to bring organization, perspective, and a solutions-oriented approach to everything I do.

Prior to joining Quantum, I managed the Chicago market for a national shared-office real estate company, where I worked with business owners, entrepreneurs, and executives to help support their growth and operational needs. That experience, combined with my passion for leadership and community involvement, has shaped the way I approach both business and life.

Service has always been an important part of who I am. I have had the honor of serving on the Lake Forest Community High School District 115 Board of Education, including terms as both Board President and Vice President. Working alongside dedicated educators, administrators, parents, and community leaders reinforced my belief that strong organizations are built through collaboration, accountability, and a shared commitment to helping others succeed. today, I divide my time between Florida, Michigan, and Illinois, supporting both our firm and our family.

Outside of work, I enjoy spending time with Jim, our children, family, and friends, traveling, exploring new places, and being actively involved in the communities that have meant so much to us over the years. At Quantum Private Wealth, we believe relationships matter. I am proud to be part of a firm that values integrity, service, and treating every client like family.

I look forward to helping ensure your experience with Quantum is exceptional from your very first interaction.