In his role as a financial professional at Virtus Financial Partners, A.J. enjoys the opportunity to guide clients throughout their financial journey. A.J.’s goal is for his financial planning passion to resonate with the dentists he serves. Dentists often have the challenge of having to be a CEO of their own business whether they are a practice owner, associate, or student. This means managing their cash flow, student loans, future planning, and the people they engage with to handle different services. These factors, plus life's normal ebbs and flows, present a unique opportunity for guidance along the way.
When a spouse is involved, another piece of the puzzle is added. Whether they are also a practicing dentist, in another industry, or a stay-at-home parent, understanding what is important to each spouse is critical for a successful planning engagement. As a husband and father of 4 children at home, A.J. understands the different challenges that can come up during the planning process. Often, advisors will just communicate with the spouse who “handles the finances”. A.J. strongly believes that couples should both be engaged in the process of holistic planning to achieve a successful outcome.
During A.J.’s down time, he spends time with his wife and children, reading, or being a home DJ with his large vinyl record collection. He is an avid sports enthusiast and when time permits you may see him on the courts playing tennis, the course playing golf or watching the Green Bay Packers with his Basset/Beagle “Romeo” by his side.