The process of helping people visualize, plan for, and achieve their future goals is immensely satisfying. Having a well-thought out and executed plan come to fruition, and seeing the positive impact it has on the lives of our clients and their families, is the reason we started Thrive Wealth Advisors.
I am the firm’s Chief Investment Officer with primary responsibilities for creating and managing portfolios matched to the unique needs of our clients. I have 23 years of experience overseeing the financial plans and investments for individuals, families, and non-profit organizations. I serve as chair of Thrive Wealth Advisor’s investment advisory committee, leading the firm’s investment research efforts to identify investments for inclusion in many of our client’s portfolios.
Prior to starting my second career, I served as a United States naval officer and retired after twenty years of active duty. I hold a Bachelor of Business Administration (Management) degree from Chaminade University of Honolulu and a Master of Science (Management) degree from the Naval Postgraduate School. I have been awarded the CERTIFIED FINANCIAL PLANNER™ practitioner designation by the Certified Financial Planner Board of Standards, Inc. Prior to co-founding Thrive Wealth Advisors (formerly Krekeler Brower Wealth Advisors) with Adron Krekeler in 2007, I was a financial advisor at Morgan Stanley for eight years. My wife Jennifer and I have been married since 1993 and have three children.
