Personally, I'm a man of God who loves Jesus and my neighbor as myself. My goal is to live out God's commandment: "A new commandment I give unto you, that ye love one another; as I have loved you, that ye also love one another. By this shall all men know that ye are MY disciples, if ye have love one to another" (John 13:34-35).
Professionally, I’m a fiduciary wealth advisor (CFP®) helping you better steward your finances. I had managed a $650M book of business generating $1M of yearly revenue at Charles Schwab and recently left to start my own practice that's in alignment with my CHRISTian values.
I’m in the wealth management business to give you tailored financial advice, not to sell products. My parents put my siblings and I through college, and had they consulted with a wealth advisor, I believe they would have had a better outcome in retirement. That said, I’m in the financial services industry to serve you and your loved ones, working on YOUR goals. Don't lose what's in your hand, make a better plan!