I grew up in a family of entrepreneurs. Watching my dad and grandfather build businesses that helped people in the community lit a spark in me to one day do the same. This entrepreneurial passion led me to start and build a financial services firm that specializes in values-based financial planning. Since entering the financial planning industry in 2003, my calling has been to dig deep into the goals and values for each client and help them navigate their individual financial journeys. This could be for business owners like my father and grandfather but also for many others in the community including professionals and retirees.
I believe that financial life management starts with understanding the goals and values of each family member and how those impact the financial journey. From there, we are able to jointly build a financial plan that allows every client to live their best financial life. For some, that could be assisting with the preparation to sell a business and retire in the near future. For others, that could be realizing they are able to afford a second home, fund college education for loved ones or make a meaningful gift to the organizations or people most dear to them.
I lead the financial planning portion of the Freedom Financial business where I am constantly evaluating technology tools and process that will continue to elevate the levels of financial planning all of our advisors are able to provide to clients. I truly believe our values-focused planning is the future of the wealth management industry and am proud of the work that everyone at the firm has done in building a company centered around that vision.
I am fortunate enough to be surrounded by one of the most talented teams in the industry here, which has allowed me to continue serving a growing number of business owners and families. We also partner with some of the leading CPAs, attorneys, investment consultants and others to enhance the service we are able to provide to clients.
I always enjoy talking to new people so please do not hesitate to reach out if you think I am able to assist you on your financial journey or you know someone that may benefit from speaking with me.
On the personal side:
I have always loved coaching and mentoring and am fortunate enough to volunteer as a basketball coach for the Hudson Basketball Association. I also enjoy spending time with my wife, Kerry, and my three children. On a perfect weekend, you can find me playing a round of golf or enjoying a hike in and around the St. Croix River Valley.
Education, Licenses and Financial Services Activities:
- CERTIFIED FINANCIAL PLANNER (CFP)
- Certified Exit Planning Advisor (CEPA)
- Chartered Life Underwriter (CLU)
- Accredited Investment Fiduciary (AIF)
- Certificate in Blockchain and Digital Assets (CBDA) from Digital Assets Council of Financial Professionals & New York Institute of Finance
- Life, Health and Accident Insurance Licenses
- Member of Financial Planning Association and RIA Digital Assets Council
- Summa Cum Laude Graduate of St. John’s University
