I realized the power of financial planning at a very young age. More specifically, the day my parents told me I would be able to attend college and graduate without the burden of student loans. Fortunately, my parents sat down with a financial advisor before I was born and made my college education a critical objective in their lifelong financial plan. Through the ongoing, careful guidance of their trusted advisor, they were able to achieve that goal — and many more. This foundational experience kindled my desire to bring families the same experience that blessed my parents and I.
After spending six years as an advisor at a large broker/dealer, my business partner, Rory, and I yearned to provide our clients a higher level of service. We formed Resolute Wealth Management to know our clients rather than simply knowing their portfolios and to lead with our values and investment philosophy rather than those of a large firm. We watched much of the world change in 2020, but our timeless investment principles endured. We named our firm Resolute to reflect our unshakable adherence to our values, our investment philosophy, and our clients’ success in the midst of the change and chaos in the world we inhabit.