07/27/2026
When I look at this recognition, I don’t just see an award. I see relationships, stories, and the incredible privilege of serving others.
Building a wealth management practice has been one of the hardest things I’ve ever done. Starting during COVID certainly didn’t make it easier. There were moments of uncertainty, setbacks, and long days where I wondered if it would all work out. Looking back now, I can clearly see God’s hand in every step. His faithfulness, grace, and provision carried me through challenges that I couldn’t have overcome on my own.
Early on, LinkedIn became the primary driver of my business, connecting me with incredible people from all across the country. Today, I’m humbled to serve clients nationwide.
What I love most about this profession isn’t managing investments. It’s partnering with people through every season of life.
I’ve celebrated retirements, business sales, firstborns, grandchildren, and dreams becoming reality.
I’ve also had the privilege of helping clients navigate some of life’s most difficult moments. Losing a spouse. Alzheimer’s. Cancer. Injuries. Job loss. Spending struggles. Retirement transitions where purpose and family connection suddenly become just as important as financial security.
Those experiences have taught me that wealth management has very little to do with spreadsheets and everything to do with people.
It’s about helping families make wise decisions so they can live with greater confidence, generosity, fulfillment, and purpose. It’s about helping clients discover what being truly rich means, not simply accumulating wealth, but using it to build the life they want and invest in the people they love.
I’m incredibly grateful for the mentors who invested in me, the colleagues who encouraged me, and the support of Edward Jones throughout this journey.
Most of all, thank you to every client who has trusted me. Being invited into some of the happiest and hardest moments of your lives is something I will never take for granted.
To my wife and family, thank you for believing in me when this dream was just an idea and for supporting me every step of the way.
I’m honored by this recognition, but even more excited about what lies ahead. I’m thankful to God for every opportunity He’s provided, and I look forward to continuing to serve families for many years to come.
