11006 Indiana Ave, Ste 300
Preparing For the Ultimate Vacation
When Markets React
A New Way to Look at Your Bucket List
I’m not here to do this for you. I’m here to do it with you!
I take this part very seriously because I live my life with a servant’s heart when it comes to my clients. I learned a long time ago that if I always do the right thing, business will take care of itself. I do not chase sales and have no desire to ever put somebody’s livelihood at risk because I need the business more than they do. I will not jeopardize my blessings for an instant gratification, and if you are looking for someone to show you how to cut corners, I am not your guy! I teach a principled and faith based financial health strategy that revolves around being a responsible steward of what our creator entrusts in us. A holistic approach to a happy and healthy life that if you will work hard to achieve reasonable expectations, I will strive to not only be the navigator and guidance you need but also your trusted counsel and accountability partner. I love celebrating with my clients and often become close to their families. I am also one of the first to learn of the bad news, and hope to console for the things we prepare for and adjust for the things we didn’t. Trust is not built over night, but I will work hard to earn all that I can. I’m the liaison to my clients and the investment world, where I am always on the same side of the table, and there to explain your choices. Money is a tool to achieve certain goals and it will never be my master. I work only with those that share this belief and take my fiduciary responsibility very seriously. If these are the characteristics you are looking for in a friend and advisor, I invite you to learn more!
I am a simple man, and I can do anything!
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put our firm on the map.
I have only one focus: you. I'll work with you to provide personalized support every step of the way.
I create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.
Years of experience have prepared me to guide you through your life transitions.