I began in the Financial Services Industry in 1999, and have had the great joy of serving families across the country with reliable wealth planning. I have had the experience of navigating clients during both thriving and depressed markets, while empowering them to maintain financial clarity through it all.
Affluent investors often discover that their complicated challenges are unmet by their current novice advisor. Worse, they may find that their financial advisors care more about meaningless trading to pad their own commissions or to meet the selling goals of their firm. However, I am passionate about solving the diverse needs of neglected investors with personalized processes, and needs-based trading.
Hidden fees can drain your account of your hard-earned dollars. That’s why I work with fee-based clients to provide clear costs, and unlimited services for your investment needs. You can achieve the confidence that comes with a financial plan, and I am here to get you that through innovative and diversified strategies.
Financial Advising is one of my passions, life-purposes, and God-given gifts. But when I’m not riding the market cycles I enjoy spending time with my ever-growing family, reading with my wife, Bible study, completing homeschooling projects with my six children, and schooling my children on the finer-points of pinball gaming during our family pinball tournaments!