One of the most joyous parts of my job is helping clients alleviate the stress and anxiety that accompanies financial planning. Through a strong relationship with my clients and a disciplined approach, I can help clients define their goals and create a clear path to success.
Strong relationships are essential to me, and it all starts at home. I have a great passion for spending time with my wife, Sharla, our three children; Brenden (24), Kaya (11) and Kieren (8) and, of course, our Great Danes; Bettie and Marley. We enjoy going out together, listening to live music, and enjoying the world around us.
I attended the University of Mary, North Dakota and graduated with an MBA and a Master of Management (Human Resources) degrees. I earned my Uniform Combined State Law Examinations Series 63 and 65, General Securities Representatives Series 6 registration, along with the Florida Life and Health Insurance License.
For over a decade, I have had the pleasure of helping people navigate their financial journey and have especially enjoyed working with Federal employees. In 2014, I earned the designation of Chartered Federal Employee Benefits Consultant (ChFEBC), which allows me a deep understanding of the FERS system. In addition to this, Sharla is a Federal Employee, and this helps keep me up to date on any new changes that may be happening to Federal Employee Benefits.