I have been in the financial services industry for 15 plus years. In that time I have worked with individuals and businesses to implement strategies that will help them reach their financial needs and goals. Proper planning is a lifelong process and is unique for each individual based on their particular situation. Throughout my years in the financial services business I’ve come to identify 13 main wealth management tenants that we all face. Together with my clientele I identify and prioritize these topics. I use my goal oriented approach to address each item as it becomes important in their life. I strive to accomplish this in an organized manner that is clear to each client. I enjoy building relationships with my clientele and walking through the wealth management process with them as they grow and change.
Personally, I enjoy spending time with my wife Kelley, our daughter Charley, as well as other family & friends. I am also passionate about surfing, hunting, fishing or just spending time in the outdoors.