Our mission is to provide client-first wealth management to business owners, foundations and families we serve through sound financial planning and prudent investment advice.
Experience has taught the value of building a relationship in order to fully understand our client’s objectives, goals and needs. Blessed to have ben raised by financial professionals, I learned early the importance of placing client’s needs first. As a CERTIFIED FINANCIAL PLANNER™ professional, we apply a process during our engagement designed to provide comprehensive wealth planning and lead to ideal outcomes.
As a Certified Private Wealth Advisor® professional and Certified Exit Planning Advisor®, I strive to integrate the needs of high-net-worth business owners to help them develop and reach the goals, often that means providing advice to their family members, working alongside their other professionals and stakeholders as a team.
Together with my wife, Margie, we enjoy serving our community in our church and on non-profit boards. As we have watched our six children grow into adults, we recognize just how much we have to be thankful and look forward to continued growth through an experience rich life surrounded by friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.