Outside of work, the bulk of my time is spent with my wife Laura, and our two children, Maddox and Kennon. You’re likely to find us playing a game of some sort, spending time outdoors, or at a church or school activity. Running and cycling are my two favorite hobbies, so if you want some time on the calendar, lace up your running shoes or pump up the tires on your bike, and we’ll go have a good conversation about life and living.
Affiliations: Fee-Only Planning, Purposeful Planning Institute, Sudden Money Institute, Money Quotient
Areas of Expertise: Strategic planning, Transition planning, Business planning, Cash flow and income management
Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Who inspires me:
My father and mother, who they were as people and what they were able to achieve during their lifetimes amazes me. Their work ethic and perseverance in the midst of all the transitions that life threw at them still guides me today on how to live a life well lived.
My life’s biggest milestone:
The opportunity to marry my best friend and create an amazing life together.
It’s not a destination, it’s spending time with those I care about. The location or activity is secondary.
My favorite thing(s):
Going for a run with Laura, especially when our kids ride their bikes along with us.
Why I love what I do:
I enjoy helping others build bridges from what is to what could be, helping them pursue what matters the most in life. Whether I’m meeting with clients or working with a team member to create solutions, I get to spend most of the day in my sweet spot.
We work directly for our clients and put client’s interests first
We build powerful relationships by working towards common goals
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind
We learn and teach continuously
We make decisions with future generations in mind