As a kid I saved my allowance, like a lot of kids, to buy that shiny new toy in the store window. Then one day my allowance hit a landmark of $100, in small bills and quarters. During my family's 35-minute drive to the large grocery store in the neighboring town, my dad asked if he could borrow the money for groceries. He continued that he would give me back $103 in one week in exchange for letting him use the money. It was that first investment lesson, as a child, that ignited my interest and passion in investing 30 years ago.

As a financial advisor it is my job to help you develop unique financial goals, then organize, build, protect and eventually transfer that wealth to the next generation. I strive to help others see the future issues that will impact people's long-term wealth and implement strategies today in order to avoid those issues. Predominantly, I help people and businesses put together all the diverse pieces of their financial picture.

My wife, Abby, and I are raising two sons, Beau and Bradley, in the state we grew up in. The boys have changed my perspective on how I think about things, mainly developing financial goals and including the ones we love in that plan. We also love to get outside with a fly rod or a bow and enjoy God's great outdoors with any free time we can manage.

Our office team, Tammy Poley and myself, partner with you throughout your life to help keep you on track with all your financial goals. We strive to provide you and your family with excellent service at a local, face-to-face level. Please reach out to us to set a time to go over your financial goals and let me share our highly established process to help achieve those goals.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

My Personal Interests

  • Fishing
  • Hunting
  • Racquetball
  • Woodworking
  • Archery

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 - 03:00PM
Sat Closed
Sun Closed

Branch Team

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