Improving your financial wellness begins with self-reflection on your values and priorities. Stop now and ponder... What are those for you? Do they involve pursuing a passion, running a business, improving your health, spending time with friends and family, traveling or something else? Together, we will identify those and help you clarify and prioritize the financial goals that matter most to your family, your business and yourself.

Our vision is to see our community transformed for the better by creating a culture of generosity that results from connecting you to your purpose and passions. We believe that we can accomplish this with you by helping you achieve a work-optional lifestyle. Once work financially becomes an option rather than an obligation, you may have the freedom to choose a life of generosity through your time, money, or both. Every choice you make is a vote towards who you are and who you want to be. Where to give your money or your time is up to you. It's our priority to connect you with your purpose so that what you choose brings the greatest fulfillment to you.

The "Generosity Culture" vision began at the early onset of my marriage with Natalie in 2013. Together, we committed to never saving more than we were giving. In addition, we chose to never give to something we weren't willing to commit our time to. As parents, we strive to instill the ideals of leading a generous life in our children, Braxton, Maxwell and Evie.

As your dedicated team, Caroline and I embrace the "Generosity Culture" by personalizing our services and strategies around what is most important to you. We want your experience with our team to validate the fact that you never have to travel your financial journey alone.

As your voice and your story become fully alive in the experiences and outcomes you have with our team, we hope money becomes a topic of confidence and joy for you. The heartbeat of our message is to help you feel informed and in control with your financial decisions. Please contact us, today, if you are ready to find purpose and clarity around what matters most in your life and finances. Caroline and I are ready to partner with you!

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Socially Conscious Investing
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Wine Collecting/Enthusiast
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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