Reece joined the firm in July 2024, bringing his expertise in finance and operations to enhance the client experience and support the firm’s mission. As a Financial Representative and Director of Operations, Reece is dedicated to streamlining workflows and improving processes to deliver efficient and personalized service. His commitment to excellence ensures clients receive the guidance and support they need to achieve their financial goals with confidence.
With a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University, Reece applies his strategic thinking and leadership skills to every aspect of his work. He is passionate about fostering strong client relationships built on trust, reliability, and a shared focus on long-term success.
When Reece isn’t working, you can often find him enjoying a round of golf, hiking scenic trails, or working out. He also loves catching a game, sharing his enthusiasm for sports with friends and family.