As the son of a public-school teacher and coach, I learned about hard work, dedication, loyalty, teamwork, honesty and integrity. Maybe more importantly, I was able to see and hear firsthand how my father made a difference in peoples' lives. I wanted that in my life. I wanted to make a difference in the lives of the people in my community. I decided to do something about it, and that's when I created my vision.

My vision required me to move my advisory practice from a nearby area to the Afton/Lakeland community, where I have now lived for nearly 15 years with my college sweetheart, our two children and our cats and dogs. My vision also led me to get involved with local charitable organizations who share the same values that I do. As a board member of our local Lions club, local business association, and a local nonprofit community foundation, I am able to help my community on a grander scale than I ever could myself, through volunteering and fundraising to providing scholarships, grants, community investment and environmental improvements.

My passion for service almost matches my passion for helping my clients. I take great pride in helping them with some of their biggest financial decisions, strategies and goals, such as planning for and living in retirement, protecting them and their family from the unexpected, legacy and estate considerations, and finding meaningful ways to give charitably and tax efficiently. To the people in my community, people I know and care about and future connections, these things are important. If I can provide guidance and support to them and their loved ones and help them reach their goals, I believe I have made a difference in their lives. That was my vision and I'm proud to be living it.

I'm here to help, regardless of gender, race, marital status or sexual orientation, and I promise to do what's in your best interest. Always.

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