I joined The Haddorff Team in 2025, bringing nearly two decades of experience in financial services and a passion for comprehensive financial planning—helping clients clarify their vision, set meaningful goals, and create strategies to pursue them. Since starting my career in 2008, I’ve served as a Wealth Advisor, Vice President, and Partner, and in 2024 I earned my Behavioral Financial Advisor (BFA) designation—combining technical expertise with an understanding of how emotions and behavior influence financial decisions. My approach blends strategic planning with personalized guidance, ensuring each client’s plan adapts as life evolves.
Before working in finance, I proudly served in the United States Navy, where I learned the value of discipline, integrity, and teamwork—principles that continue to guide my work with clients today. I remain active in the veteran community as a lifetime member of VFW Post 494, supporting and honoring those who have served.
Outside of work, I enjoy staying active through biking, golfing, and firing up the grill for a backyard BBQ with family and friends. I also love winding down by the fire pit with my wife, Katie, and our dog, Sadie—those moments keep me grounded and remind me what matters most.