Love spending time with Kara, my wife of 20 years, & our children - Lauren, Hannah, Conner & Dillon.
I enjoy coaching my son’s teams, exercising & volunteering my time to help young people.
I enjoy building relationships with my clients & seeing them achieve their goals.
As an advisor, I enjoy long-term care & senior living planning. My favorite tip for clients is to practice living on a sample retirement budget before retirement. They say this is one of the most helpful things we do together.
I’m regularly interviewed in local media and on CNBC, FOX Business, FOX, Money, CNN, Bloomberg as well as being quoted in the Wall Street Journal.