I make an effort to get out and golf as much as possible in my free time. When the opportunity presents itself, I am always looking to increase my sports memorabilia collection. In addition, I like to try new local restaurants in the area whenever I can.
Affiliations: Fee-Only Planning
Education: BS in Finance, minor in Financial Planning from Illinois State University 2015
My life’s biggest milestone:
Graduating from Illinois State University with a Bachelor’s degree
My investment philosophy in action:
Retirement is meant to be a planned process over a lifetime. Stay the course and be prudent in making financial decisions to achieve the outcome you desire.
Who inspires me:
Michael Jordan is an inspiration to not only be the best at what you do in life, but to make sound financial decisions that can improve marketability and net worth.
My Greatest Extravagance (under $100):
A round of golf with my best friends
Most effective savings tip:
Saving early in life is the key to building a solid financial picture and essential in establishing a foundation for proper savings habits.
We build powerful relationships by working towards common goals
We listen and keep an open mind
We learn and teach continuously
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We hold ourselves accountable for pursuing the highest standards