With 28 years of military service—including 7 years on active duty and 21 years in the Reserve as a First Sergeant and Inspector General Superintendent—I understand firsthand the discipline, resilience, and adaptability required to lead and succeed. As a fourth-generation military Veteran and a Gold Star Brother, service and legacy are not just values—they are my family’s tradition. I focus on wor
king with Military Veteran business owners and professionals who support college athletes, offering guidance rooted in both advanced financial education and lived experience. As a Chartered Financial Consultant® (ChFC®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), I help provide:
* Wealth Preservation: Protecting what you’ve earned through tailored strategies that address the unique risks and opportunities faced by Veterans and those in the sports world.
* Succession Planning: Helping you build a legacy—whether that means passing on a business, supporting your family, or mentoring the next generation of athletes.
* Career Transitioning: Drawing on my own journey from military service to civilian success, I help clients navigate major life and career changes with confidence and clarity.
* Special Needs Planning: As the father of a daughter on the Autism Spectrum, I understand the unique financial and emotional challenges families face. I offer compassionate guidance in creating comprehensive plans that ensure long-term care, financial security, and a fulfilling life for your loved ones. My journey is unique: I’ve played soccer in England’s non-league pyramid and received invitations to professional indoor soccer camps—all while serving on active duty. This blend of military leadership and athletic experience gives me a deep understanding of the challenges and opportunities facing both Veterans and those working with college athletes, especially in today’s evolving NIL (Name, Image, and Likeness) landscape. Our best clients benefit from our scheduled biannual strategy and planning meetings with us, usually scheduled in the spring and fall. During these sessions, we delve into their priorities, goals, and personalized planning strategies. The feedback we've received on these strategic planning sessions has been exceptional! Our collaborative approach aims to uncover new opportunities, enhance existing strategies, and ultimately assist in achieving their most important goals, while safeguarding their hard-earned assets. If you’re a Veteran business owner or a professional guiding college athletes, let’s connect. Visit my website to learn more, or schedule a consultation to see how I can help you preserve your wealth, plan your legacy, transition to your next chapter, and secure the future for your loved ones with special needs.
