Specialties
About Me
Navigating the balance between running a business and being present for your family is no easy task.
As a business owner, husband, and father, I understand firsthand how blurred the lines between work and personal life can become. The reality is that work doesn’t end when you leave the office. At 310 Wealth Planning, we understand that no one knows how to truly help business owners unless they've been on. This is why we specialize in helping fellow business owners achieve financial clarity so they can focus on what truly matters—spending more time with family. Every minute spent managing finances is time away from the people who need you most. That’s where we come in. If you’re looking for a dedicated advocate to give you financial clarity, let’s connect. ---------- A little bit about 310 Wealth Planning: We’re not your typical financial planners. At 310 Wealth Planning, we take a personalized approach to understand your specific needs, offering guidance that aligns with your family’s vision for the future. Curious to learn more? Visit us at www.310wealth.com. ---------- A little bit about me: The Professional: Education: Cornerstone University (B.S. Finance, B.S. Marketing) Designations: CERTIFIED FINANCIAL PLANNER®, AAMS®, Series 65 Industry experience: 4 years Favorite financial tool: Roth IRA StrengthsFinder: Restorative, Futuristic, WOO, Individualistic, Communication Myers Briggs: ENFP The Personal: Family: Married to Natalie since 2021, father since 2023 Life verse: "and Jesus grew in wisdom and stature, and in favor with God and with man." - Luke 2:52 Hobbies: Fishing, pickleball, raising chickens, hunting, Jiu Jitsu, and the occasional round of golf Favorite chore: Tending our wood-burning stove Least favorite chore: Chasing our goose into the coop at night Pets: 1 dog (Paisley), 1 cat (Chug), 1 goose (Goose), and between 0 and 50 chickens (depending on the time of year.) Licensese: CERTIFIED FINANCIAL PLANNER® ACCREDITED ASSET MANAGEMENT SPECIALIST® SERIES 65 SERIES 63 SERIES 7 LIFE AND HEALTH
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Credentials
CFP®, AAMS®
Chartered Designations
What do these credentials mean?
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Disclosures
Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor. Securities offered through LaSalle St. Securities, LLC (LSS), member FINRA/SIPC. 310 Wealth Planning is not affiliated with LSIA or LSS.