When I was a cop, I had the unfortunate opportunity to meet so many people left even further devastated after a tragedy--a working spouse unexpectedly leaving behind a family with insufficient financial means, a husband and wife fighting in front of their children due to financial stress, elderly victims repeatedly targeted in high-crime areas unable to move to better neighborhoods due to their fixed income and inability to go back to work for additional income. I once responded to a call where a widowed retiree had been scammed out of her entire life savings and all I could do was gather information and tell her how sorry I was, knowing there was almost no possible way for her to recover what she'd lost. Way too many times I felt incredibly helpless, and I hated that feeling!

Now, as a financial advisor, I get the opportunity to coach and educate people, and help them reach their financial goals! I help protect families and prevent undue financial stress! I get to help people become better stewards with what God has given them. I work with their CPA to look for suitable tax-saving strategies and I coordinate with their estate attorney to help ensure a tragedy doesn't become even more tragic! I get to provide for my wife and two boys by helping other people provide for their families. I love this job!

Matthew 6:25-34

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

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Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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