As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. We act as a sounding board for clients and their close friends and family, using an established process to bridge the gap between what can be controlled and what matters most. We welcome the opportunity to work with you, your CPA, attorney and other professionals.

The clients we serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.

My teammate and branch office administrator, Alicia Lehman, is passionate about helping people and strives to make a difference in our clients' lives. She will be a familiar face to greet you every time you call or come into our office.

I have been married to my wife, Abby, for 5 years. We have a wonderful family comprised of our two children, Amelia and Caroline, and our mini goldendoodle, Chloe.

My free time is spent making memories with my family and friends, and supporting community organizations, such as Community Services League. Occasionally, I like to sneak in a round of golf.

We like to work with those that value treating others the way you'd like to be treated as the basis of our relationships. Our office has embraced technology and are more than happy to meet in person, over the phone or virtually, no matter where you may be located. Let us know how we can serve you and those you care about!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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