I really enjoy being the go-to person for my clients with all types of financial decisions. Through comprehensive planning I’m able to help them achieve and maintain financial independence and maximize the impact they make on their families and communities. I also pride myself in being a motivating force for them to make the changes necessary to gain confidence. This is done by a commitment to having not just the exciting conversations but also the difficult ones. All of this results in simplifying their finances so they can enjoy their lives to the fullest.
It’s incredibly rewarding to help my clients pursue their goals. Since I hope to advise them and their future generations until I ride off into the retirement sunset, we form relationships beyond money. I love celebrating with clients when they purchase their dream vacation home, see their child graduate college, or enjoy their first day of retirement. I am equally motivated to help them through hard times such as the loss of a loved one. Bringing financial confidence at those times is very important, so being able to do that for my clients has made a huge impact on my life.
From a day-to-day standpoint, financial planning feeds my needs both as an analytical numbers cruncher and also a relationship guy. I can’t think of a better fit!
I love spending time with my wife Sheri, daughter Ashlyn and son Greyson. There’s never a dull moment no matter what we’re doing. Beyond family, I love continuing my lifelong goal of being a scratch golfer, attending local sporting events (especially the Huskies), skiing, playing softball and running.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.