27 years ago when I was in college, my father had a financially successful friend from my hometown, who introduced me to concepts and strategies of investing for my future goals, how to be properly protected, getting out of debt and staying out of debt. He was helping people really learn some things about money that they should have been taught in school.

I found out many people just like me didn’t know the basics about money they needed to succeed financially.  I got really excited about not just using the concepts and strategies for myself but the idea I could have a career teaching and helping others.  I asked if I could join his company and since then it has been my passion to partner with families, individuals and small business owners to work hand-in-hand to achieve their financial goals by providing a customized plan and the execution of comprehensive strategies.

I feel my job is to be a coach, if you will, to be there for support, guidance and accountability by checking in periodically through the year to help keep my clients on track giving them the best possible chance to be successful in whatever it is they are trying to achieve.