What path led you to wealth management?
I always enjoyed working with numbers and knew I wanted a job that involved people. Financial advising was the perfect intersection.
Why did you join TFO Wealth Partners?
I joined TFO Wealth Partners because of their mantra, “Helping Families Thrive by Connecting Wealth and Purpose.” I believe we are called to be good stewards of what we are blessed with, and TFO helps make that a reality.
What most excites you about your work?
Helping families make more confident decisions with their assets. I believe financial advisers play a critical role in helping clients understand their financial picture so they feel at peace with it.
What has been your most rewarding career experience?
My most rewarding career experience is watching a financial plan come together, where goals that once felt out of reach for a client begin to take shape.
What personal accomplishments are you most proud of?
I’m most proud of my baseball career at Taylor University, which has led to lifelong friendships and to meeting my wife, who has since become an awesome mother to our daughter.
What are some of your life's biggest influences?
My biggest influences are my parents and my wife. I continually strive to emulate their practices of loving people well every day.
Education
Taylor University
B.S. Finance
Hobbies and Interests
- Golf
- Indiana Hoosiers
- Reading
- Spending time with friends and family
Awards/Recognitions/Designations
CERTIFIED FINANCIAL PLANNER™ professional
Certified Exit Planning Advisor (CEPA®)
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
CEPA® is a registered trademark of Exit Planning Institute®.
