Most of my clients know what I do. Some know how I do it. Few know why I do what I do...

Prior to the start of my career, my grandparents' health started to decline. As a family, we quickly learned how unprepared they were. Over the next six years, we worked with an estate planning attorney to preserve as much of their wealth as possible. I watched as the emotional and financial toll took hold of my mother as she saw her parents' health and financial well-being fade. When they finally passed, it wasn't over. Their last remaining asset, the home, was subjected to an estate lien due to the circumstances and costs of their care needs. Much of this could have been avoided with proper planning, and this is why I've dedicated my professional life to helping others proactively plan... Because doing nothing may eventually yield nothing.

Unfortunately, my family's story is not unique. Since 2008, my team and I have worked with many families in a similar situation. From this, we've built a client-centered strategic alliance with our clients tax and estate planning professionals to help them navigate what can, at times, be a difficult process. While financial strategies can be intimidating, I am not. The issues that faced my family may face your family. My team and I stand ready to understand with is most important to you. We will partner with you and your family to proactively build personalized strategies designed to aid in the growth and protection of your family's wealth now, and for future generations. We look forward to learning more about you, your family and how we may be of service.

Outside of work, I enjoy spending time with my wife, Megan, our chocolate lab, Dux, and our powerful yet gentle horse, Mighty Mouse. We can often be found around town as we enjoy being involved in local civic organizations. I am a member of Rotary International and the Chamber of Commerce, serving as president of both in 2018.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Outdoor Enthusiast
  • Baseball
  • Running

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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