Detailed planning is OUR CORE CAPABILITY

At the center of my life are my faith and my family—and those values shape how I serve every client I work with. I’ve built my practice on a simple principle: treat people the way I would want to be treated. It’s a straightforward idea, but one that still matters deeply in an increasingly complex financial world.

That perspective is reflected in the name of my firm, 3:23 Advisors, inspired by Colossians 3:23 (ESV): “Whatever you do, work heartily, as for the Lord and not for men.” It’s a reminder to approach both my work and my relationships with purpose, integrity, and care.

I don’t believe financial planning should feel overwhelming or impersonal. My approach is built around relationships—taking the time to truly understand your goals, your concerns, and what matters most to your family or business. From there, we build a clear, strategy-focused plan designed specifically for you, not a generic solution.

Whether you're preparing for retirement, planning for a child’s education, navigating tax decisions, or making important business or financial moves, my role is to bring clarity and confidence to those decisions. I work closely with your CPA, attorney, and other trusted professionals to ensure every part of your financial life is aligned and working together.

More than anything, my goal is to walk alongside you over time—helping you make thoughtful, well-informed decisions so you can focus on what matters most.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Meet our Financial Team