After working in financial services for over a decade, I decided I wanted to work on more comprehensive planning and advising services for my clients. I obtained my Chartered Financial Consultant designation from the American College for Financial Planning which allows me to focus on specialized areas of importance for the families with whom I work. While I have worked with various individuals and
families over the years, I gained significant experience providing comprehensive planning services for realtors and small businesses and helping them with variable incomes, benefits, and non-traditional investments. After several years of providing comprehensive financial planning services, the next step of my career was to align myself with RFG Advisory, a like-minded partner that allows me to focus on my clients as an Independent Advisor. This affiliation with RFG also gives me access to multiple leading investment and insurance companies so I can find the right products and services for your needs. Outside of the office, you'll find me spending time with my wife, Lauren, and my 4 children. We are an active family that enjoys hiking, sports, board games (owning nearly 150 games), disc golf, and being active members of our faith community. I also sit on the board of directors for Hope Bridge, a non-profit centered on creating Christ-centered communities for vulnerable children and families. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy. The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck by clicking here. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
