What path led you to wealth management?
Ever since I was a young child, I have been fascinated with the concept of money. In college, I studied economics and began to realize what a powerful tool financial health can be, and the devastating effects the misuse of money can have on society.
Why did you join TFO Wealth Partners?
As I looked for a job after college, I was blown away by not only the expertise but also the sincere care that everyone at TDC shows to families – both clients and colleagues.
What most excites you about your work?
Knowing that every day I have the opportunity to impact someone’s life in a positive way.
What has been your most rewarding career experience?
Learning from, and working with, some of the greatest professionals in the industry.
What personal accomplishments are you most proud of?
My marriage to my beautiful wife, Kate. Our relationship is the best thing that has ever happened to me. She lights up my world each day.
What are some of your life's biggest influences?
During my life I have been blessed to have men of faith speak into my life and support me to become a better husband, Christian, and friend. My father, grandfathers, and many others have had a profound impact on my life.
Education
Hillsdale College
B.A. Economics
Hobbies and Interests
- Golf
- Soccer
- Watching sports
- History
Awards/Recognitions/Designations
Series 65
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
