After years in the business, I have developed a reputation for educating individuals through my many in person & online presentations, podcasts and blogs, in an easy-to-understand manner giving individuals a foundation of financial concepts so they can pursue their financial objectives. I also feel a strong commitment to my community and nation, guided by my several years in the Army, being on the National Speakers Bureau of the Alzheimer's Association, a Ruling Elder & active member of my church and involvement in various other amazing organizations & associations.

The many years in the business have taught me that no one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping each client develop a strategy to address their financial goals and objectives, using the most diverse pool of resources available.