I serve as a Financial Advisor at Moldenhauer & Associates, where, as a fiduciary asset manager, my job is to work closely with clients on a very personal level. This includes managing their investments, creating a road map for retirement, and accomplishing their goals, both short-term and long-term. I specialize in managing client portfolios, creating financial plans, distribution planning (including tax consequences), and estate planning. With over 10 years of experience in the financial services industry, I have built my experience on understanding the complexities of financial planning and translating them into actionable strategies for my clients.
Prior to beginning my career, I graduated from Bond University in Australia with dual bachelor's degrees in business management and finance. This international educational experience provided me with a unique perspective on financial markets and business practices that I bring to my work today. I am a valued member of the investment committee, often bringing up different views for our client’s portfolios due to that experience.
I am motivated by really getting to know each client and helping someone who would otherwise be lost and might not be able to see their dreams materialize. Through hard work and dedication, it's exciting to help achieve their goals, whether that is retirement, a bucket-list item/trip, or making a generational difference for their family. I work with clients from retirement age down to those who are just getting started and want to be on the right path to an early retirement.
What I most enjoy about my job is helping clients make life-changing progress with their finances to reduce that stressor in their lives. I believe that the greatest value I can provide for our clients is taking a very complex situation and making attainable action items we work on together for their financial future. I enjoy educating my clients on their finances and explaining the "whys and hows" of their financial plans and portfolios. I am always available and easy to talk to, happy to help no matter what the question or situation is, because I understand that financial concerns don't operate on a 9-to-5 schedule. Clients appreciate the dedication and see how that reflects in their lives. Due to that, our business benefits greatly from referrals because my clients don’t want to see their friends, family, or co-workers suffer from bad service and get “left behind.” I’m always happy to meet and work with new clients.
I was in Hamburg, NY, before moving out to the country in the Southtowns. I currently live in the Boston Hills area with my wife, Charlotte, whom I've been with for over 13 years. She's put up with my ambitious goals of completely remodeling our first house, then moving on to buying land and building our dream home immediately after. We have two beautiful children, Jacob and Claire, who mean more to me than I can put into words. My family is the center of my life, and we enjoy the outdoors around our property, going fishing, swimming, riding ATVs, skiing, and having campfires. The kids love being active and outside, and I encourage that as much as possible at their age.