For me, purpose is more than a definition it’s the guiding principle that shapes how I serve clients navigating significant financial and business transitions. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Certified Exit Planning Advisor® (CEPA®) professional, I work with business owners and professionals who are preparing for change: succession planning, business exits, retirement, inh
eritance, or other life shifts. My approach combines personalized financial strategies with practical, real-world experience all centered on aligning your plan with your purpose. I’m in my 20th year of coaching competitive sports and 17th year in business leadership. Both continue to shape my belief that success starts with a clearly defined purpose. In coaching and in business, I focus on building alignment, setting intentional goals, and guiding disciplined ex*****on. That same approach drives how I help clients create financial strategies and transition plans that reflect what matters most to them whether that’s growth, legacy, or lifestyle freedom. Who We Serve:
• Small business owners preparing for exit, expansion, or succession
• Entrepreneurs navigating liquidity events or leadership transitions
• Professionals planning for retirement, career shifts, or legacy goals
• Families managing multi-generational planning or complex life events
Common Business Challenges:
• Time and resource limitations
• Growth strategy and scalability
• Employee retention and protection
• Succession and continuity planning
• Business exit preparation and de-risking
Common Financial Transitions:
• Retirement and income distribution
• Career or business sale
• Divorce or family restructuring
• Inheritance and estate planning
• Legal or financial settlements
Raised in Wyoming, I bring small-town values into everything such as respect, trust, simplicity, and community. I’m married to my high school sweetheart, Makayla, and we have three incredible kids: Amiah, Brielle, and Cason. Whether I’m on the sidelines supporting them or guiding clients through major life decisions, purpose remains at the heart of it all. If you’re facing a financial or business transition and want a partner who leads with purpose and clarity, our branch team Jenny Mathill and Demetra Manning, would be honored to connect with you. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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