I am relatively new to the financial services industry on the service side, but have been a consumer of the products I now represent for almost 10 years. That experience convinced me that I needed to "pay it forward" and help others achieve the success I have enjoyed. Pairing my past experiences with an amazing support team enables me to serve people so much better than I could on my own.

I am part of a group called LIFE180 who strives to educate individuals on how to be financially efficient and shares the truths behind wall street. The team has over 100 years of experience.

I believe in financial efficiency and aligning your money with your values and beliefs.

I am married to an amazing, supportive woman who brings a deep understanding of the mindset and energy to achieve what you want in life. We each have two adult daughters. I graduated from the United States Naval Academy and served our country for over 20 years. I spent another 10 years supporting various government agencies; finally leaving government service in 2017. In 2015 I was fortunate to meet some wonderful mentors who changed my views on wealth and the path to success. That set me on the path that lead to business ownership and the financial success to hope to help others achieve.