Finances can be scary. Thinking and planning for the future can also be extremely overwhelming. Will I have enough money to retire? How much should I save to be comfortable? When should I take social security? Building a relationship and trusting that person is possibly one of the most important and influential decisions you will ever make. I am truly committed to understanding your needs and values and will take time to listen to you and understand your story. I want to help you take an active role in planning your financial future.

Our team consists of myself and two Branch Office Administrators, Stacy Winters and Dawn Russell. It is important to us to always provide our clients with personalized service. We will treat you like family and want you to be comfortable calling the office so that we can assist you with all of your needs.

My wife, Erin, and I have been married nine years. We have five children: Haden, Danni, Finley, Sawyer and Margo. Erin is an accomplished interior designer and is helping to revitalize our hometown. Sealy has given so much to us and we enjoy giving back to the community just as much.

Spending time helping my clients and their families is important to me, as well as my own family. I believe it is vital to make time for the things that matter. In the end, they covey the true measure of our lives and the legacy we leave.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Architecture
  • Real Estate

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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