I seek to provide clients with trustworthy, comprehensive financial plans that optimize finances and build portfolios on a foundation of peace about the present and hope for the future. Partnering with my brother and a close friend, both of whom are CFPâ professionals, we serve people from all walks of life with particular skill in serving business owners, medical professionals, higher education faculty and staff, and those that are or are soon to be retired.
In addition to the decades of combined experience of our team, I give clients a perspective on finances informed by 12 years of church ministry and over two decades of working, playing, and coaching soccer in youth, collegiate, and professional settings. Ultimately, I desire to guide faithful people toward financial decisions that align with meaning and purpose beyond the temporary.
My wife, Heidi, our 2-year-old son, Atticus Elijah, and our baby girl, Evelyn Estel are the most precious gifts in my life. My life is in Christ, and I relish anything that draws me closer to Him such as reading Tolkien and any story that matters, attempting to write theology and fiction that inspires others, playing and coaching soccer, and forming friendships with folks from far off places.