The best way to get to know me is by sharing an activity with me. Go grab your bicycle, and let’s go for a ride! Is there a game on? Come on over. My family likes to have fun! We laugh often, as we work and play. My wife, Elizabeth, is the most thoughtful and loving person you’ll ever meet. Her passions include travel, artisan-crafts, and living a healthy lifestyle. My son, Landon, is a true Renaissance-Man. He enjoys playing sports, acting, cooking, and playing the guitar. Most importantly though, my family enjoys dreaming about our future life together. This sense of unity keeps us striving for the life we want to live. Our Christ-Centered values provide our purpose, while keeping us humble as we desire to serve others.

Relationally, you’ll find that I’m as easy to talk with as your closest friend. I’d enjoy a cup of coffee in your living room, discussing anything that’s important to you. Where have you been? Where do you want to go next? Let’s dream together! Now, let me help you create a plan on how to achieve these goals. Since my first job at age 12, I have always had a plan for my personal and financial life. I was introduced to investing by my CPA father. He taught me the wonders of compounding interest, and how saving and investing will create greater freedom and independence. Since then, I have been striving toward financial independence.

Yet in the aftermath of the 2008 financial crisis, many Americans lost their ability to dream. My inquisitive nature led me to study this historic event, while learning from those who prospered during this time. In 2012, I completed my MBA at Purdue University. This experience provided me the tools to better understand the fundamentals of economics, markets, taxes, and finance.

What I’ve learned through personal experience, is that financial success is more highly correlated with human behavior than simple arithmetic. By age 32, my wife and I were living debt-free, without a mortgage, while aggressively investing for our future. I have learned how to create and manage wealth, by assessing risks and maximizing rewards. My practical application of “Modern-Portfolio Theory” have helped me achieve personal freedom and financial success. I look forward to sharing my strategies with you. Creating and implementing a financial plan for you and your family is one of my greatest passions!