What inspired you to become a financial professional?
I've always had a strong interest in finance, but what truly motivated me to become a CFP® was seeing how many people lacked access to trustworthy financial guidance. Too often, friends and family were given poor or unsuitable advice, and I wanted to change that. My passion lies in helping clients create a better future—not just financially, but personally. Knowing that I can make a meaningful impact on their lives drives everything I do.
With nearly 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in helping individuals and families create comprehensive strategies for building and preserving wealth. My approach combines personalized financial planning with a focus on long-term goals, risk management, and tax-efficient strategies. Over the years, I’ve worked with clients through major life decisions, supporting clearer financial decision‑making and greater confidence.
In addition to personal financial planning, I work extensively with business owners to develop strategies that support growth, succession planning, and long-term sustainability. This includes:
- Buy/Sell Planning to protect ownership interests and help ensure smooth transitions
- Executive Retention Strategies to attract and retain key talent
- Retirement plans for employees
- Risk management solutions
- Tax-efficient structures that align with both business and personal goals
My goal is to help entrepreneurs protect what they’ve built and plan thoughtfully for what comes next.
What are your passions in life?
Above all, my family. I love partnering with my wife as we raise our two girls and simply enjoy each other’s company. If there’s a close second, it's athletics. From my undying support of my alma mater’s sports programs to the work ethic I gleaned from playing sports as a kid, I love being active and outside. More importantly, those lessons as a kid taught me the importance of teamwork and dedicating yourself to be great.