Working with business owners started early for me. I remember listening to my father as he shared the triumphs and the struggles of being an entrepreneur. That listening is a core skill that I carry into relationships with all my clients.
With a solid foundation in finance and a passion for entrepreneurship, I have over a decade of expertise that I bring to the table. Over the years, I’ve honed my skills to provide personalized financial planning, investment management, insurance, and qualified retirement plan solutions tailored to the specific needs of business owners.
What sets me apart is my commitment to listen and guide through the changes in my client’s lives and businesses. I believe in simplicity and clarity, translating complex financial concepts into actionable steps that empower my clients to make informed decisions.
In a constantly evolving financial landscape, I stay ahead of market trends and regulatory changes, ensuring that my clients receive timely and relevant advice. My goal is to not only provide financial guidance but also to educate business owners on financial literacy, helping them navigate their financial futures with confidence.
For business owners seeking a trusted partner in their financial journey, I am here to provide strategic guidance and support. With a proven track record of helping businesses thrive, I am passionate about being the financial planner who goes beyond numbers to make a real impact on your success.
On the personal side:
I enjoy spending time with my wife Christi and my son London. Outside of that, you could find me training for my next triathlon, taking pictures with my film camera, or relaxing with a good book, music album, or podcast.
Education, Licenses and Financial Services Activities:
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Member of Financial Planning Association
