“This business is so much more than making people money; I'm lucky enough to grow with my clients and become an important part of their lives”
When working with my clients, my objective is to take a holistic approach, focusing on the all aspects of their lives to build a strong financial plan. Being highly driven towards educating and helping them fully understand the full spectrum, I strive to give them the confidence to know they made the right financial decisions and find that security we all seek for our futures.
As a frequent public speaker, integrating multiple topics from retirement income planning, understanding how to maximize your taxes in your retirement years, to the importance of estate planning, and among other topics, generational planning. Pursuing this road allows me to work with many different individuals with unique situations. I excel at creatively assessing their issues, explore various outcomes for positive end results. With this journey, I have acquired the financial expertise to accelerate my growth in the industry. I currently hold my Series 7 and 66 licenses.
What I enjoy most about my career path is building loyal long-term relationships with my clients, always being available when needed to help guide them through all stages of their lives.
Outside of my financial career, I enjoy spending with my beautiful wife, Kara. Together we spend time weightlifting, running, golfing and fishing. I personally have a great passion for classic cars and sailboats. We recently added a new member to our family, a German Shepherd, named Goose, he keeps us busy, but we are grateful to have him!
Bachelor of Science (B.S.), Business Administration and Management
FINRA Series 7 and Series 66 licenses
Life Accident & Health insurance licenses
Bucket Plan Certified
Ed Slott IRA Advisor Group