My passion for this work is rooted in the values I learned while growing up in a small town: Do right by others, work hard, and treat everyone like family. That mindset shapes how I serve my clients — by guiding them to make confident, informed financial decisions in a way that feels personal and approachable. Our team takes the time to really get to know each client. We listen, treat everyone wit
h respect and work to understand what matters most in their unique story. Our mission is simple: to connect your purpose in life to a financial strategy that supports it. We do this by:
1. Helping you organize your finances so you feel confident and in control.
2. Guiding you to identify and prioritize your goals, then documenting them in a meaningful way as we work together toward achievement.
3. Creating an investment strategy that grows your wealth while protecting it through thoughtful risk management.
4. Coordinating with other professionals — such as your CPA or attorney — to ensure your full financial team is aligned and working in your best interest.
5. Being the financial advisor who stands by your side and coaches you through uncertain or challenging times, when markets or life circumstances feel overwhelming. I am fortunate to work alongside three exceptional teammates: Peggy Kunz and Lindsey Danger are our branch office administrators, and Dan Springman is my partnering financial advisor. Together, we are committed to serving our community with integrity, care and the highest level of service. Outside the office, my wife, Emily, and I have a Bernedoodle named Benny. We enjoy traveling, spending time with friends and family, and a wide variety of other activities. Family and friends mean everything to me, and I bring that same sense of care and commitment to the families with whom I work. If you're looking for a financial advisor who values relationships, strategy and a little humor along the way — I’d love to connect.
