As an independent investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ramsey’s principles to guide them towards their personalized financial goals, which may include eliminating debt, taking control of personal finances, investing to plan for college or retirement, and ultimately achieving financial freedom.
My background of more than 10 years in sales and customer service has provided me a solid foundation as I build lasting relationships with my clients. I work very hard to make them feel comfortable and confident as they make personalized financial decisions. They can rest assured that I always have their best interest in mind and that I place a high value on the achievement of their financial goals and dreams.
I was first introduced to Dave Ramsey’s principles through attending Financial Peace University at my church. My wife and I met with one of his ELPs to assist us in establishing our initial investment accounts. We felt confident placing our funds in the hands of an expert who was like-minded and trustworthy, having been connected through Dave. It was then that I realized the significance of this type of relationship and began to pursue this position for myself.
Retirement planning can be a confusing process. I believe in leading my clients with the heart of a teacher as I help them to truly understand their investments. My goal is to live and give like no one else and to help all of my clients also achieve that financial freedom. I currently hold my Series 6, 63, and 65 Securities Licenses as well as Life Insurance Licenses.
When I’m not working, I enjoy spending time with my wife, Chalee, and 3 young children, Nora, Thea, and Tucker. We love to take road trips, explore new places, and also just to enjoy a good day at the local beach or a walk around our neighborhood!