I work with people to simplify, optimize, and protect their financial lives. My mission is to be a positive factor in someone achieving less stress, better relationships, more time, and fewer regrets about memories they could have made. In addition to my education and training as a CFP®, my ...more

I work with people to simplify, optimize, and protect their financial lives. My mission is to be a positive factor in someone achieving less stress, better relationships, more time, and fewer regrets about memories they could have made. In addition to my education and training as a CFP®, my background in accounting, finance, college athletics, coaching, and being a parent and spouse have all been influential in my ability to partner with clients effectively. I've always had a passion for team success, and it's my honor to partner with clients and help them win at the game of life.less