Some of the most important lessons I have learned in life started at an early age and have guided me throughout my career. I am fortunate to have great parents that taught me the values of hard work, attention to detail, honesty, integrity, education, saving, and the importance of helping others. These are all values that are still very important to me and I strive to live by and utilize them in my business on a daily basis.
I now have over 20 years of experience directly working with retirees and business owners and I look forward to continuing to learn and enhance the services I provide. I am passionate about building the best Planning and Wealth Management Company in the industry. I enjoy being part of a team that is committed to being the best at what they do every day.
Today I spend my time keeping up the latest research and solutions that concern retirees. I also spend my days meeting with clients: addressing the issues that keep them up at night and helping develop income strategies to pursue their goals.
When I am not working I enjoy spending time with my wife Angie and dog Bunnie. My hobbies include golf, tennis, boating at Nolin Lake, ping pong, and Uof L Sports. I am a member of Oxmoor Country Club, and Blairwood Tennis Center.