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Specialties
Family truly is at the heart of everything I do.
My middle-school crush, and now wife, Nicole, along with our two sons Emmett and Gideon, are my greatest blessings and the driving force behind my passion for my work. Just as I prioritize their well-being and growth, I bring that same dedication to my work, striving to help my clients achieve positive financial outcomes. Whether we're enjoying an adventurous outing as a family or I'm challenging myself at the gym, I cherish the moments that recharge me to be fully present and effective in all aspects of my life. My journey into financial planning was shaped by a personal understanding of the importance of open communication. Growing up, open discussions about money were uncommon, and the sheer volume of conflicting information can make finding trustworthy guidance incredibly challenging. That's why when I joined FSG in 2012, I immediately connected with our approach: always putting the client's best interest first and helping them understand their options. This commitment to transparency and informed decision-making is something I genuinely value and believe is crucial for building strong, lasting relationships. The core values I live by—honesty, reliability, and trust—are not just personal principles but are deeply embedded in how I serve my clients. With my credentials as a Chartered Financial Consultant and Retirement Income Certified Professional, I combine my knowledge with a genuine desire to help individuals and families plan for their financial futures. I believe that a healthy financial situation, much like a healthy family dynamic, is built on a foundation of solid values and consistent support.
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Always free for clients.
RICP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
I do not charge for consultations, however, I specialize in working with clients who have at least $250,000 in investable assets