My journey into financial advising began with a newspaper advertisement seeking motivated individuals with coaching and athletic experience. That opportunity resonated with me because I have always enjoyed helping others set goals, develop strategies, and achieve meaningful results.

 Whether we're building a comprehensive financial plan, managing an investment portfolio, or reviewing insurance needs, my goal is to provide thoughtful guidance and personalized solutions. I want my clients to feel confident that they have a trusted advisor who understands their priorities and is committed to helping them make informed decisions that support the life they want to live. There's nothing more rewarding than helping people gain the confidence in their financial decisions so they can  focus on the things that bring them the most joy.

Outside of work, I enjoy long hikes, playing golf during the warmer months, and spending every Friday with my twin grandsons. I also believe that taking care of my physical, mental, and financial well-being is a lifelong commitment. Striving for balance and wellness allows me to continue doing the things I love, and it reinforces the importance of planning today for a fulfilling tomorrow.