I believe true wealth is more than numbers on a statement.
It’s having the financial clarity that provides confidence in your decision-making. It’s having the time to invest in what matters most to you. And it’s having the health and energy to enjoy life with the people you love.
My purpose is to help people make wise, intentional choices about their money, time and health based on what is most important to them. Because when those three dimensions are aligned, wealth becomes something deeper – it becomes freedom, confidence and independence.
Financial planning should not feel transactional. It should feel thoughtful, strategic and personal.
I work with individuals, families and business owners who want more than portfolio performance – they want alignment. Together, we help build a plan that integrates:
Money – Investment strategy, tax efficiency, retirement planning and long-term stewardship.
Time – Designing financial structures that support your priorities, career, family and future flexibility.
Health – Planning with the understanding that wealth is only meaningful if you can fully experience and enjoy it.
The goal is not simply accumulation. The goal is intentional living.
Relationships matter deeply to me. My family is central to my purpose, and I understand firsthand how important it is to make thoughtful decisions that shape the future.
When I’m not working with clients, you’ll find me spending time with my wife and three children. As a family, we enjoy camping, hiking, fishing, hunting and playing with our Border Collie, Dakota. I also have the privilege of helping coach my sons and their high school football team – an experience that constantly reinforces the value of discipline, preparation and long-term commitment.
Those same principles guide the way I serve my clients.
Before joining Raymond James, I spent 10 years with Edward Jones. I hold the Chartered Retirement Planning Counselor™ designation, awarded by the College for Financial Planning, and remain committed to ongoing education and thoughtful stewardship.
Raymond James is not affiliated with any organization mentioned above.
CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
