Your Team

Who I Am – A Unique Perspective

I want to take a moment to introduce you to my family: my wife, Ana, and our children, Sofia and Adam. Family is my most valued asset, just as it is for all of my clients. My personal and professional choices reflect not only the values I was taught growing up but also my discipline as a pilot and officer in the United States Air Force, my dedication as a father and husband, and my devotion as a trusted financial professional.

I care about the process of helping people achieve success. I want my clients to realize their desired life and financial outcomes. I also want to help them protect against the life-altering consequences of too much risk.

That’s why I wrote the book, “Investing for Retirement: The Ultimate Guide to Not Outliving Your Money.” In it, I lay out a disciplined, tactical approach to investing to help you understand how 401(k)s, Social Security, tax efficiency, asset protection and legacy planning fit into a retirement strategy. My goal is to help you keep more of what you’ve worked so hard to earn. (To download a free chapter from my book, click HERE.)

As a pilot and officer in the U.S. Air Force, I learned many lessons that I now apply to my personal and professional life. The military stresses a value system that puts family, country and others before self. It teaches people to lead, not just to follow. These are all great lessons that I continue to respect and follow. (Sofia tells me she wants to be a pilot and a doctor. I am good with both of these.)

Why Am I Sharing This With You?

If you are reading this, you’re likely searching for and considering a new financial professional to plan, protect and manage your lifetime financial security. It’s important to know the person behind the logo and the company name. It’s also important to know who they are and what shaped them. It’s important to know these things because your lifetime savings and future financial security are on the line. No matter how much money you have, it’s always at risk if it’s not well-positioned and protected. We understand the implications of not planning ahead, not having discipline and not having dedication to the finest details. As a jet pilot, a lack of any of these characteristics could result in the greatest sacrifice: life.

There are ways to build a solid financial future, and it starts with surrounding yourself with the right advice givers, people who have the knowledge, education and resources to help guide you through what hopefully will be a long and enjoyable retirement.

I hope this website gives you insight into who we are and how we can help you achieve your personal financial goals. We appreciate the opportunity to assist you. I am confident that we can show you a better way.