What's most important to our team is what's most important to our clients. We have more than 25 years' experience and through that, we have learned to listen. We understand that each of our clients' needs are different and financial strategies will vary across families. What does not change is our approach.

We start by listening and learning from our clients. Only then do we use an established process to develop comprehensive strategies and tactics to formulate a detailed strategy to help achieve their goals. Throughout time, we stay abreast of the latest political and legislative reform, global and domestic news and markets to keep you on track to meeting your goals.

Great things happen when you take a passion and turn it into a career. At an early age, I would dive deep into financial markets for opportunities. Today, I use that passion to help select families across the country that are looking to partner with a strategist that will help them capitalize on opportunities, navigate the unforeseen and protect their future.

I am active in the community I live and enjoy volunteering and helping improve the quality of life for others. I enjoy motorsports, coaching youth football and being on the water fishing, relaxing, wakeboarding, skiing and numerous other activities.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Employee Stock Options

My Personal Interests

  • Auto Racing
  • Golfing
  • Football
  • Fishing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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