“People don't care how much you know until they know how much you care.”
This simple phrase represents our attitude when helping our clients discover their financial needs and goals. We provide guidance to help them save and invest for education expenses, retirement goals, and everything in between. In short, we strive to work with our clients to help them towards the goal of financial security. Our business is built on trust and communication, focusing on how we can help clients maximize their potential to live out their unique dreams.
Outside of what I do during the day, I am intently focused on enjoying all the experiences life has to offer with my two daughters and my wife, Cara. After serving my community as a schoolteacher, I realized what made me happy were the people, the joy of interactions and the shared objective of helping others towards their goals. I have earned a BSE from Drake University as well as my Series 7 and Series 63 registrations. I am also an active member of the Knights of Columbus, a volunteer youth football group, and I love spending time taking hikes and traveling as often as I can with my family.