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

Areas of focus

  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Family Finances

Community participation

I work with FCA to give athletes and coaches an opportunity to come together in Faith.

Interests

My main interest is in the study of Market Economics and helping community leaders develop vibrant youth wrestling programs. As a student of Market Economics, Human Action states that you will get more of the things you invest in. My favorite authors include: Ludwig VonMises, Murray Rothbard, and Hayek. I truly enjoy educating clients on the importance of cash flow, savings, protection planning, and investing.

My hobbies include, developing youth programs in collegiate and Olympic wrestling for boys and girls.