I've always had a passion for finance and serving people, and what motivates me most is seeing the long-term impact that thoughtful, strategic planning can have on someone's life. Making a real difference in people's lives drives my work. Money can be stressful, and helping people feel more confident and in control of their finances is genuinely rewarding. I also enjoy the intellectual challenge. There's always something new to learn as markets change, strategies evolve, and every client's circumstance presents unique considerations. I appreciate the mix of complexity and strategy, and the fact that it all comes full circle to help clients make informed, thoughtful choices to reach their goals.
Shawn and I work closely as part of a dedicated team focused on comprehensive financial planning and investment management. Together, we act as a family's CFO, what we like to call professional worriers, thinking about the financial details our clients don't have time or desire to manage every day. Our goal is to help clients move forward confidently, stay on track, and make meaningful progress toward their goals through ongoing, personalized planning built on trust.
I was drawn to finance because I love solving complex problems and making a positive impact. This career lets me combine strategy with helping others every day. Working alongside Shawn and our team, I help provide clients with clear plans, consistent guidance, and confidence that their financial lives are being carefully managed.
Currently, I live in Versailles, Missouri, with my wife, Whitney, and our two children, Emma and Blake. My family is my greatest motivation and constant reminder of what really matters. Outside the office, I spend most of my time with them. I'm also an avid golfer and fitness enthusiast, enjoying any time on the course or in the gym. I serve on the board at the local country club.