Working with a group of financial professionals who are committed to helping clients achieve their financial goals.

Empathy and intellectual curiosity.

Fish, mountain bike, and spend time with my family.

I coached Little League baseball for many years. I am very proud when I run into one of my kids, who are about my size now, and they look me in the eyes and shake my hand.

I love following the ever-changing landscape of global markets, taxes, laws, research etc., and applying what I learn to the very unique issues of our clients.

How to ensure that your retiring clients live long, healthy, active lifestyles without a pension and with an increasing cost of living.

“It takes 20 years to build a reputation, and 5 minutes to ruin it. If you think about that, you will do things differently.”

-Warren Buffett

The Bible

Coach Wooden: The 7 Principles That Shaped His Life and Will Change Yours by Pat Williams

-Auburn University, B.A. Finance, 1982

-American College, ChFC