Credentials
I have spent my adult life leading others through moments when the stakes were high and certainty was scarce. From serving as a Colonel in the U.S. Army Reserve to working as a volunteer cave rescuer, my role has consistently been the same: to step forward, make sound decisions, and help others move safely through complexity. I bring that same duty-driven mindset to helping you plan for retirement.
I see financial planning as a form of leadership. My work is centered on guiding individuals and families through major life transitions — developing value-driven plans that manage risk, honor your priorities, and support the highest possible quality of life with the resources you've earned. Whether I'm analyzing federal benefits or designing a sustainable retirement income strategy, my objective is simple: to help you feel grounded, secure, and confident about what lies ahead.
Outside the office, I am usually outdoors staying fit, exploring caves with the local rescue squad, or teaching my five children how to navigate the world with resilience and judgment. I strive to be the kind of advisor I've always respected myself — one who speaks plainly, steps up when it matters, and puts your long-term well-being first.