As a lifetime driven achiever that focuses on consistently providing results and service for clients, I know that developing this holistic financial advising business provides the path to fulfill my vision. After studying engineering at the Air Force Academy and the University of Dayton, I utilized my Bachelor of Science in mechanical engineering in the manufacturing industry. Through the course of 12 years, I helped on countless engineering based projects and continued to gain responsibilities in several organizations.
There came a point when I decided to change careers so I could be more present as a husband, father and community volunteer while still utilizing my talents in technical problem solving. In 2017, I started in the financial industry with a well established firm and obtained several licenses, including the Accredited Asset Management Specialist designation. In 2022, I decided to become an independent financial advisor. Now, as an independent advisor, I can provide significantly more investment products and favorable pricing for everyday investors. The move to go independent allows me to look into the mirror each morning and know that I don’t have to compromise my beliefs to appease firm management and earn a living. Our objective is to provide confidence and results in obtaining our well defined financial goals.
My wife, Michelle, and I have been married 21 years. We have 3 wonderful kids. We enjoy all sorts of activities together and especially love being outdoors. Our hobbies include boating, swimming, golf, cycling and skiing. As a family, we like to volunteer and participate with some local events including festivals and fundraisers. I volunteer my time with the local Chamber of Commerce as President of the Board of Directors. I also volunteer on the Professional Advisory Council for our local community foundation where we discuss changes in our local area as well as updates on legal and financial regulations that affect charitable giving.