Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Community participation

I have served on the board of the Hugh Sandefur Center for the last three years. The mission of the Hugh Edward Sandefur Training Center is to lead individuals in developing their self-worth and independence through quality training and rehabilitative services. You can visit their website to learn more at: www.sandefurcenter.org

I have volunteered as a worship leader at One Life Henderson for eight years. To learn more about One Life Network visit their website at: www.onelifechurch.org/henderson/

Interests

I enjoy exploring, traveling, and attending concerts with my wife, Kristen. On most Saturdays you can find me completing DIY projects with her.

Sunday's after church we usually end up on our family's farm walking creek banks, hunting or fishing with family and friends, followed by a home cooked meal at my parents.

During the summer months you may see me playing music at local restaurants in the evenings or at a wedding. I have also been known to be on a golf course on a Saturday afternoon.