Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans

My Why

For me, financial planning is about aligning resources with values, purpose, and legacy. I believe clients should never feel they must compromise their convictions to pursue their goals. My passion is helping families design financial strategies and investment portfolios that reflect their beliefs, give more confidence for today, and leave behind more than wealth.

I believe legacy is not measured only in dollars but in lives touched and values passed on. My mission is to guide families to live wisely, invest faithfully, and leave a legacy that makes the world rejoice and reflects a life well lived. 

Interests

Growing up, travel was a big part of my life, and it’s something I continue to enjoy with my wife, Angela. Together we love exploring new places and planning future adventures. At home, we share life with our two dogs, Duke and Winnie, and spend much of our free time outdoors. Fitness is also a big part of our lives, and we enjoy training together, hiking, and overlanding. I'm involved in our church’s men’s ministry and mentoring youth, investing in the next generation to live with faith, courage, and purpose.