Hello and thanks for visiting our website!
Pictured somewhere on this page is my family (excluding our three rescue dogs). Jessica is my beautiful wife, Tristan (our oldest) is sitting on her lap, and our twin boys are on mine (Julian and Jackson). I still can’t tell them apart, but I believe Jackson is on the left and Julian is on the right. They are typically very happy boys, I promise, but they don’t enjoy being told what to do, and certainly don’t enjoy being forced into a photo op (they get their stubbornness from my wife, of course).
I started in the financial services industry in 2008, amidst the Great
Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families who’s retirement plans were delayed years because of it, and this had a significant impact on my career path. I obtained my CFP designation at Georgetown University in 2011. The head professor of the program made a profound statement to me (us); “You can’t do this business the right way if you make a living selling products for commissions.” From that moment it clicked, I needed to cut out the conflicts of interest inherent with big wall street, brokerage, and insurance companies. I found a community of other like-minded financial advisors, also known as fiduciaries, and decided to launch my own firm to better serve you.
When I’m not diving into retirement planning or tax planning strategies for
my clients, I enjoy playing golf twice a year (once on Father’s Day and once on
my birthday), cooking, fishing, anything outdoors, and of course spending time
with my family. I don’t need to officially workout anymore as my three boys keep us plenty active!
Now that you know more about me, I would love to get to know you!