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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Insurance
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investments
  • Charitable Giving
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®

Education

  • B.A. Business Administration, Accounting and Finance, The Master's University

Community participation

Interests

I enjoy watching and playing sports, outdoor adventures, traveling, cooking, and spending time with my family and dog.

My wife, Vanessa, and I met as student-athletes within The Master's University men's and women's soccer programs. Now that our competitive athletic days are behind us, we enjoy participating in pick up soccer games and have coached for a local club soccer team. We hope to coach our sweet girl, Olivia, one day!