It taught me core values like integrity, strategic thinking and accountability — principles that guide my approach to financial advising. During mission planning for combat flights on the E-3 Sentry “AWACS,” I learned that success begins with a clear plan. That same disciplined approach helps me create personalized strategies for my clients. At our practice, we work with a select group of individuals, families and business owners to design financial strategies that support a work-optional lifestyle, legacy considerations and charitable giving. By collaborating with your CPA, attorney and other trusted professionals, we simplify and organize your financial life, helping you make confident decisions about the future. Together with my branch office administrator, Joan, we are dedicated to delivering exceptional service built on trust, empathy, and collaboration. Outside of work, my wife, Sami, and I are blessed to raise our five boys — Travis, Jack, Reid, Truett and Ryder. We enjoy exploring the outdoors, camping and creating meaningful memories together as a family. If you’re ready to build or refine your financial strategy, I’d love to offer you a complimentary consultation.
