As a child, I saved my allowance, like a lot of kids, to buy that exciting new toy. 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, in a teaching moment, my dad asked if he could borrow the money for groceries. He said 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 over 30 years ago.

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

My wife, Abby, and I are raising our two boys, Beau and Bradley, in the state we grew up in. We love to get outside with a fly rod or a bow and enjoy God's great outdoors with any free time we can manage. My family has changed my perspective on how I help clients plan and develop financial goals to specifically include the ones we love and passions we have into that plan.

My team, consisting of Tammy Poley and myself, will partner with you throughout your life, keeping you on track with all your financial plans and goals. We provide you and your family 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 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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