I was fortunate and blessed to be raised with values like "serve others" and "leave it better than you found it". I strive to live by those values and use them in partnership with my clients. My goal in my 20-plus years in financial services has been to help other people understand the importance of having a strategy and then help them stay on track. I've been reminded many times throughout the years why that is still a fundamental strategy for success.

My wife, Sherry, and I married in 2016 and have five children between us. Sherry's background in fundraising for non-profits led me to consider how I could serve my local community even more. I was able to learn about strategies that helped with charitable giving and using tools like education planning and insurance to leverage gifting for future generations.

Now, I'm able to help my clients live their values. I partner with clients to help them articulate what's important to them, using an established planning process to create personalized strategies for them to meet those goals. As a result, my clients are able to feel they're living meaningful, fulfilling lives.

Some of my clients are well-versed in the principles of investing but find the day-to-day demands of life don't allow them the time to devote to managing their own portfolio. Others want to have someone serve as a partner who can help ensure they remain disciplined in their process. Still others prefer someone else make the decisions on how to invest after they determine what goals are best for them.

My clients are like family to me. I want every one of them to know they have someone who cares about their money as much as they do. And I want them to know they have someone who is just as committed as they are to being successful in reaching their goals. If you find these values resonate with you, let's make some time to talk and find out how we may be able to work together for your future.

Focus areas

  • Charitable Giving
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Walking
  • Swimming

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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