We take a personalized approach, guided by biblical wisdom and principles that go beyond traditional financial strategies. We will care for you like family, and we are here to help you achieve not just a return on investment but a meaningful 'Return on Life.' Our mission is to empower you to find lasting fulfillment by aligning your resources with your deepest values and life goals. What You Can Expect from Us:
• Deep Relationships – Take the time to get to know you and your family.
• Purpose-Driven Planning – Focus on what matters, set goals, and track progress.
• Ongoing Support – Connect regularly to ensure you stay on track.
• Experienced Guidance – Manage risk while aligning growth with your goals.
• Collaborative Approach – Partnering with your professionals for a cohesive plan.
• Values Alignment – Aligning your resources with your purpose.
• Unmatched Care – Caring for your financial well-being and fulfillment like family. We proudly serve clients across the country, including:
• The Faith Community – Those seeking to steward their wealth with purpose
• Business Owners – Navigating growth and legacy
• Professionals – Attorneys, accountants, and engineers
• Those Facing Life Transitions – Individuals impacted by divorce or loss of a spouse
I joined Edward Jones in 2015 but spent a decade in engineering before transitioning to financial planning. I often joke that I’m a “recovering engineer,” but the truth is that my passion for helping people led me to this calling. The engineer's structured, analytical, and problem-solving approach has equipped me well to handle financial planning challenges and advise clients effectively. I earned my bachelor’s degree in mechanical engineering from Iowa State University and continued my education with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2022, Chartered Financial Consultant® (ChFC®) in 2023, and Certified Kingdom Advisor® (CKA®) in 2024. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S. My wife, Natalie, and I have been married since 2005. We stay active with our five wonderful children through golf, soccer, volleyball, skiing, and other activities. I’m committed to serving others, including a leadership role in my local church and serving on local boards. My team and I look forward to partnering with you!
