I started in the business when I was 20 years old as an college intern who loved working with people, math and finance. As my internship blossomed into developing my business, I learned that I had a passion for educating clients on the variety of topics within financial planning. I've always felt that financial literacy is something our county severely lacks and I've made it my personal goal to inform and help as many people that I can in whatever financial goal they might have.
I love meeting with clients about their priorities and working with our team to find solutions to help achieve what they want. Financial planning is a fluid process and priorities change over time, which provides us the opportunity to reconnect with our clients regularly to ensure we are on track for their goals and if adjustments need to be made or new objectives are developed, we are there as a resource.
My wife, Chelsea and I have been married for 11 years now. We are blessed with two fun kids, Delyse who is 9 and Vince who is 6. When I'm not working, most of my free time is allocated to coaching my kid's sports. I coach both of their soccer teams, basketball teams, softball and baseball teams. Coaching has brought me so much happiness as I get to spend extra time with my kids developing their confidence in their sports, helping the team fight through adversity, learn to work as a team and watching the kids find love for the sport through their successes. With the little free time I have, I spend it golfing, playing basketball, watching my favorite sports teams and enjoying the company of my family and friends. Chelsea and I love being active, so we often take walks along the river, bike rides in our neighborhood or camping with our family.
