If we're newly connected or it's been a while since we last caught up, take a moment to explore how my team and I help transform the financial futures of families, employees, and businesses…
- For Families, we create customized college planning and funding strategies to ensure they’re prepared for the rising costs of education by helping parents navigate how to pay for their children’s college education without forsaking their own retirement.
- For Employees, by way of their employer, we offer unique solutions to enhance employee satisfaction, retention, and attraction through tax-advantaged executive-style supplemental benefit programs. Additionally, we offer financial wellness programs for schools, businesses, and community organizations. Programs such as: managing debt & savings, funding college, setting the table for retirement, and capital preservation & estate planning.
- For Businesses, we prioritize and protect what matters most. In doing so we concentrate on cash-flow, asset protection, debt reduction, and growth to help ensure strength and long-term success.
Our goal is to offer thoughtful, comprehensive guidance that supports financial stability and growth. Each plan we create is tailored to the unique needs of our clients, with a focus on long-term success and peace of mind.
In the workplace, I see myself as a blue-collar professional navigating the world of financial services, which is predominantly white-collar. While I approach tasks with a hardworking, hands-on mentality, I find myself adapting to the expectations and culture of a sector that often values a more corporate, polished approach. It's an interesting mix of practicality and professionalism, where I balance the grind of the daily tasks with the high-level strategy of the financial world.
Outside of work, I love spending time with my wife, our two daughters, family and friends. We enjoy being outdoors, whether it's firing up the BBQ grill, tending to our tomato garden, or exploring new places. I'm also a BIG college football fan (and PSU Grad) “We Are…” Even with our busy schedules, we always prioritize family fun and cherish our BIGGEST blessing —the time we get to spend together each day!
