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Our Why

I have been in the financial industry for over 25 years.
The last 13 of them was running my own financial planning practice.

When I was growing up, both of my parents taught me the value of hard work, perseverance, and honesty. My father was a force. Strong, hardworking with forearms that could wrap around you like a shield. When I was in high school, he developed a degenerative disk condition in his back. At first, this condition made it hard for him to work without pain. As it progressed, the pain got worse, but he never stopped working, knowing he was supporting his family. Even after 4 surgeries, the pain got worse to the point where he needed to scale back his hours at AT&T. 

Our Primary Purpose

When that happened, my older brother and I were close to entering college. My parents needed to discuss with a professional their finances and options. But at that time, there were only insurance agents, investment advisors, or CPA’s. All of whom had their specific silo of expertise, but none of them could help with my parents specific needs. There was no one to tie everything together to form a strategy for them. 

After college, I absorbed all that I could from great companies like Merrill Lynch, Bloomberg and a small start up company. But something was missing. I wasn’t on a path were I felt like I was helping people and making a difference. 13 years ago, right around the time of the birth of our first child, I launched my financial planning practice. I realized that ever since my parents needed the help of a true financial professional that could create a custom plan and strategy for them, and who would be there for them through the good and bad times, I wanted to be that go-to person. That’s why I give my all to help my clients get to their financial summit. 

Our Primary Purpose

Our Primary Purpose

Financial planning and putting together strategies to help my clients reach their financial summit is a relationship that is built and grown over time. To help weather the good times and bad times.

The things I care about our my family, my wife and 3 kiddos, my clients, and helping make a difference. I strive to make a difference for my family, my clients, and my community.

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