Bio
Financial decisions can feel complicated. My goal is to give clients the clarity, insight, and trustworthy service they need to make confident choices that support their financial goals. I know my clients well, and my clients know me.
I take the time to research, verify, and clearly explain information so clients understand their options and can make the most of their financial potential. The concepts and strategies I use are sound, relevant, and tailored to each client’s situation, including their age, time until retirement, and comfort level with risk.
My background includes a master’s in business administration, a law degree, and extensive experience as a financial consultant. Together, these help me open more opportunities for my clients and keep them a step ahead as they pursue their goals. Still, no credential matters more to me than the trust my clients place in me.
There is always some level of risk in financial decisions, but my clients often feel they have more opportunities and greater confidence when we walk through those decisions side by side.
I am devoted to my faith, my country, and my wife Jenny. We have six children, one grandchild, a dog, a cat, and are blessed with many good friends.
Hobbies and Interests: Family, outdoor activities, hunting, hiking, camping
Bucket List: Visit New Zealand
Favorite Food: Thai
Favorite Books: The Bible; 7 Habits of Highly Effective People
Places I'd Like to Visit: Washington DC; New England states
Favorite Movies: The Man from Snowy River; Old Yeller