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Lead by Example

I could show you a picture of me in a suit.  But let's face it, that's not the real me.  

Here's the real me...


Yup. I'm a nerd who loves donuts, loves to have fun and occasionally embarrass my kids. 


I have four kids, and an always hungry beagle..  

I have been a financial planner since 2007. I love what I do, I couldn't imagine doing anything else. 

Money has never been a primary motivator for me. I'm fundamentally built to serve others. I can maximize this through my business and my family. 

I do my best to lead by example despite my faults. Our kids are our future and I believe it's my job to leave them (and my clients) with the best world possible. 

We take mission trips to expose them to life outside of our comfortable American bubble. 


We don't back down from hard work. Even if it means digging holes into the rock hard Haitian soil when it's 98 degrees. 

I've been through a lot of ups and downs, a lot of joy and pain in my life. But like many of you, I also have a lot to be thankful for


That is why I've created this business model. 


To Pay it Forward


To show my humble appreciation for this life I have by using my business to serve you and serve others. 


We can tell our kids how to change the world, or we can show them how to change the world.   

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