Specialties
About Me
Growing up in a military family teaches you a lot about discipline, adaptability, and making the most of what you have.
Those lessons shaped the way I think about money, planning, and what it really means to be prepared. My wife flies Combat Search and Rescue missions for the New York Air National Guard, so that connection to service is still very much a part of my daily life. These days, I especially love working with pre-retirees and business owners who are starting to think seriously about what the next chapter looks like — helping them turn a lifetime of hard work into a retirement that actually reflects it. I hold both the CFP® and ChFC® designations and a Master's in Wealth Management from Texas A&M School of Law
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Interests & Hobbies
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Credentials
ChFC, CFP
Chartered Designations
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Disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC.