My father, a former college professor, taught me the best way to connect with others is to first have empathy and second is to listen. By putting myself in my client’s shoes and creating customized plans that go beyond finances and into the most important and intimate parts of their lives, has created an environment that gives my clients the confidence that their financial objectives are being met.
As a CERTIFIED FINANCIAL PLANNERTM practitioner, I am passionate about helping families and entrepreneurs unlock their maximum economic potential by creating road maps to success. We employ a team approach and utilize other top professionals when our client’s needs fall out of our area of expertise. We follow a proven process where our recommendations are backed by economic models and research, using the latest technology and support.
Our expertise covers four main areas of our client’s lives including Financial Independence (retirement), Investments (IRA, 401k, tax efficient strategies), Estate Planning Strategies, and Business Owner Planning (exit and succession, valuation, benefits).
Outside of work I love spending time with my wife, Morgan and my son, JT. I sneak in a few rounds of golf per month, try to schedule at least an hour workout every day and addicted to reading (and listening to) non-fiction books.