With years of experience as a business owner, investor, and entrepreneur, I have gained firsthand insight into the complexities, and the highs and lows of building and managing wealth. After 22 years of business ownership, I was able to retire and transition into a new chapter: helping others achieve financial independence, security, and success.

Early in my career, as my wife and I experienced financial success, we recognized the importance of having a comprehensive financial planning team. In 2006, we became clients of The Wealth Group, and a plan was designed tailored to our goals. Initially, we followed the plan, but my entrepreneurial drive—and at times, impatience (not heeding Proverbs 13:11: “Whoever gathers little by little will increase it”)—led me to replace a healthy savings / investing rate with other opportunities. Some were successful, others were not.

While diversification has its place, I’ll never forget a pivotal conversation with Austin over 11 years ago. He provided an honest assessment of our financial position, revealing that while we looked strong on paper, excessive leverage would create financial stress in the future. That moment help to reshape my perspective on money, long-term stability, and wealth creation.

The Wealth Group helped my wife and I develop a disciplined, strategic, and long-term approach to building and managing wealth. In 2021, I joined the team, bringing my extensive experience in business, investing, and personal finance to help business owners, entrepreneurs, affluent individuals, and motivated families build and maintain a secure financial future.

I am happily married with four children and one grandbaby, and have a lifelong goal of becoming a scratch golfer!