As a Certified Exit Planning Advisor (CEPA) and Private Wealth Manager, my passion is planning and value creation. I serve individuals and families with retirement planning and investment management, but specialize in serving businesses, business owners, and executive teams in creating tailored strategies to analyze, refine, grow, and exit their largest asset, their business. Myself and our team brings years of experience in wealth management, retirement planning, business planning, and investment strategy.

Applying the CEPA process and network, I can assist in identifying the valuing of your business, identify opportunities to enhance efficiency and grow operations, and then implement a process to execute these aims to ultimately make your business more attractive and ready to be sold. Then myself and team of financial planners work closely with ownership to provide them a plan post-exit from their business to lower their taxable obligations, further insulate the proceeds from unnecessary risk, and then invest accordingly to grow and provide income off those assets.

Whether it's designing tax-efficient retirement plans, optimizing investment strategies, or navigating the intricacies of business exit planning, my mission is to empower you.

On a personal note, I am blessed to share my life with my wonderful wife, Sarah, who is the love of my life. Together, we are raising two beautiful daughters under 3. My Christian faith is integral to who I am and how I approach my work. It shapes my values of selflessness, integrity, honesty, and compassion, guiding me as I serve my clients' best interests. When I'm not working, I enjoy reading books on finance, theology, and philosophy, as well as spending time on hobbies like carpentry, camping, and cooking.