Have you ever heard the saying “Choose a job you love and you will never have to work a day in your life?” Being able to wake up every day and do work you love is a privilege. For me, wealth planning is a second career, but from the moment I started, I knew choosing this path was the best decision of my life.
The most rewarding part of my career is undoubtedly sharing my knowledge with others. I want to clear up for my clients any misinformation about investing they may have absorbed so that they walk out of our office knowing more than when they walked in. We aren’t your typical investment firm; our goal isn’t to sell. Our goal is to educate and empower our clients to make the best decisions for their financial future, and I am proud to uphold that focus.
Over the years I have learned that a person’s finances tell so much about them—their priorities, their goals, their shortcomings, and so on. A client’s financial future ties into everything else in their life. My goal with every client is to alleviate any fear of investing and turn it into peace.
My wife, Angela, and I have been married for more than 30 years. She has taught me the importance of family and faith. I love spending time with our two grown children, Elena and Chris, and our pets. Outside of the office, you can find me on a golf course, watching any kind of sports, or traveling, which I hope to do more of in the coming years.
It’d be my pleasure to work with you, and to walk with you on your path towards financial peace.