I have been very blessed in my life with a strong family background, good friends, and positive role models, all of which have helped mold me into the man I am today. I would describe myself as a loving, God-fearing man, who always tries to make a positive contribution on the lives of anyone I can, whether that be the players on the 10U and 18U baseball teams I help coach, my clients, or my friends and family. When I’m not in the office, you can usually find me spending time with my family, on the golf course with friends, or watching a ball game of any sport.
When working with a client, whether that be an individual or a business owner, my goal is to find out what is important to them. What are your goals and how can I help you achieve them? What does retirement mean to you? What keeps you up at night? Finally, what are you currently utilizing in your financial picture? The answers to these questions and more will lay the groundwork for the joint effort that you, me, and my team of resources will make to build a customized plan for the future of you, your family, and your business.