Why I chose financial planning: It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. Get a Financial Plan
The communication portion of my work is very fulfilling to me, and it has led to many enduring relationships that I cherish. In the end, it is the peace of mind that my clients possess that leads me to continue in this work.
What I believe: I believe people are their own best financial advocates, even if they need help from planners like me.
To that end, I give all of my knowledge to the people I work with so that they are more and more empowered to advocate for themselves. When I am needed less, that is a win, that is the best outcome.
When I’m not working: you’ll find me spending time doing volunteer work in the community, and getting out into nature with my wife and our young son.