Finance has always been intriguing to me; putting your money to work for you, saving and planning for retirement, preparing for education expenses, protecting the things I've worked so hard for, and so on. It is absolutely baffling to me that basic financial fundamentals are not taught as part of traditional education. If there is any good that comes from that, it's that it provides me the opportunity to partner with amazing, goal-focused people and businesses in tailoring strategies designed to help achieve success in each of their own unique situations.

Spending much of my previous career in the auto industry, I was allowed a glimpse into individuals' and businesses' financials. It was clear that some had a plan and strategy when making significant financial decisions, while most did not. It certainly wasn't due to a lack of desire, but instead that they simply had never been given the tools identify goals and create a strategy to be successful. Fortunately, with good intention and a process, anyone can work toward achieving success.

When I'm not working, I enjoy spending time with family and friends. I am blessed with a wonderful wife and three amazing daughters. Early mornings, you can find me at the gym participating in CrossFit workouts. Traveling is also a passion of mine. I'm always fascinated learning about and experiencing different cultures and cuisines around the world. I hope to do much more traveling in the future.

Whether you are thinking about beginning to prepare for your financial future or you have saved well for your life and are uncertain how to confidently enjoy retirement, I'd love to learn more about you! Please feel free to contact me.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Real Estate
  • Car Restoration

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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