08/26/2026
After 10 years in the financial industry, I’m incredibly proud to say that I'm officially a CERTIFIED FINANCIAL PLANNER® professional.
This is something I’ve wanted to accomplish since day one. This process challenged me in ways I expected—and plenty of ways I did not. The goal was never simply to earn another designation. The goal was to deepen my knowledge, become a better advisor, and most importantly, be able to serve my clients at a higher level.
While this designation is attached to my name, it certainly wasn’t accomplished by me alone. My wife, Kristi, my boys, and my extended family deserve a huge thank you. It truly takes a village, and I’m incredibly grateful for the support, patience, and sacrifices that helped me get here. I’m excited about what’s next and, most importantly, for the opportunity to put what I’ve learned to work for the people I have the privilege of serving.