Early in my career, I was a part-time pastor and entrepreneur. Our family was rich in significance—but broke in security. I eventually realized that the financial stress we faced was hurting our ability to help people—the very thing we valued most.

That realization sparked a life-changing passion for personal finance and investor education. Not only that, but it led to a career change. Today, I have the joy of helping retirees answer the big questions:

• Will I have enough income for our whole lives?

• How do I protect what I've built while still growing it?

• Am I overpaying in taxes?

Through Investor Education and Financial Planning, we help people build roadmaps that align your money with what's most important—the experiences, causes, and people you love.

If you're ready to find that peace of mind, let’s talk.