About

One of the most valuable lessons I learned was the importance of being financially responsible and planning for the future, while pursuing my degree in finance. I have to admit, as a young adult, I learned it a hard way. Today, as a dedicated financial advisor, my goal is to serve all clients in ways to help them become financially well, to have confidence and stability in their lives.

My best clients are business owners and families looking for help in organizing their finances, growing and protecting their assets, and optimizing their taxes to enjoy the lifestyle they envision.

I've established a meticulous process, creating customized strategies tailored to each client's unique needs. By partnering with a client's CPA and a lawyer, I ensure a comprehensive approach to financial success.

In addition to my degree in finance, I received the Chartered Retirement Planning Counselor™ designation to better serve individual clients and the Chartered Retirement Plans Specialist™ designation to help serve business owners offering workplace retirement plans to their employees.

Outside the office, I cherish spending time with my wife and daughters traveling, being outdoors, cooking or immersing myself in a good book.

I welcome you to give me a call and discover how our crafted process can help guide you to financial success. Our office phone number is 704-889-4350.