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Specialties
I started in the business at the age of 18 and have spent my entire adult life working in the insurance and financial services industry.
I've always been fascinated with entrepreneurship, business ownership, investing, finances, financial planning, life insurance...basically, anything and all things related to finances. However, I'm not the insurance or money geek that no one ever wants to talk to at parties! I believe in playing hard, chasing adventure, taking calculated risks, having fun and, in general, living a big life and chasing big dreams. I've jumped out of helicopters, owned motorcycles, taken extended backpacking trips, spent time abroad, travelled like crazy and have done all sorts of fun things. I also believe in the happiness that a good marriage and family and kids can bring, and I place a LOT of emphasis on making sure that families are protected and set up for an amazing future. I'm still married to the girl I fell in love with when I was 18. We raised two great kids, who are now off on their own and starting their own lives and families. I love having fun with my spouse (we think being empty nesters is pretty great), and we look for every opportunity to have fun with our kids. We love to travel together as a family and have as many adventures as possible. I also own real estate as an investment, as well as other businesses. I believe there a lot of different paths to financial freedom, and that my job as an advisor is to help my clients discover their path, and then provide them with the education, information and advice needed to be successful on whatever path they choose.
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Always free for clients.
ChFC, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Check the background of this investment professional on FINRA's BrokerCheck. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19738 - 2020/1/30 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov. Securities and investment advisory services offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC and a registered investment advisor. EJC Insurance & Financial and SOSI are independent companies. View EJC Insurance & Financials Silver Oak Securities, Inc. (SOSI) FORM CRS