8877 West Union Hills Drive
"Most financial advisors have the same tools at their disposal; it’s how we use those tools and how we choose to be of service to our clients that makes the difference."
Planning for the future isn’t just about crunching the numbers for me; it’s about helping clients realize their dream retirement by not only looking at finances, but also what happens in the next phase of life. I know that retirement can be a major – and sometimes unexpected - transition and I want to help ensure my clients are ready for that, not only financially, but emotionally as well.
After more than 18 years in the financial industry, I’ve had the privilege of watching clients move from the planning stage to living their dream retirement as they travel, volunteer, and spend more time with family. I understand my clients’ need to establish a secure financial future not only for them, but for their families as well. As a father of five, I know that good planning will make all the difference in my future and possibly the next generation. I want my clients to have that same level of confidence.
As I moved forward in my career, from receiving a bachelor’s degree in Business Administration, completing my series 7, 66, and 24 registrations, and working as a financial advisor in the energy industry, I continued to find new ways of helping my clients.
Knowing that retirement is not only about the money, I pursued and received my master’s degree in Counseling and a Certificate in Retirement Planning from Wharton. This led me to write a book, “The Art of Retiring Whole,” a non-financial guide to retiring with purpose, productivity and endless possibilities.
It's important to me that our clients view this as a lifelong relationship; I want to be one of the first people they call should a life change occur so that we can make changes if necessary. That level of comfort is crucial to successful planning.
We also regularly review where they are, even when things are going well so they can move through life with as much confidence about their finances as possible.
When I’m not in the office, I’m enjoying time with my own family. Hunting, weightlifting, church, mountain biking, riding UTVs and spending time at our family cabin are often where you’ll find us. My wife and I have lived in Surprise, AZ for over 21 years and are dedicated to giving back to the community by volunteering at church and our local foodbank.
I’ll leave you with this: As you continue to look for a financial professional to you feel comfortable with, most financial advisors have the same tools at their disposal; it’s how we use those tools and how we choose to be of service to our clients that makes the difference.
I look forward to the opportunity to work with you.