Specialties
About Me
I help people grow, preserve and share their wealth to maximize their impact on the people, communities and causes that matter most to them.
As a Financial Advisor with Realize Wealth Management Group at Morgan Stanley, I bring strategic insight and deep experience to my team's comprehensive wealth management practice. After attending a two-year Bible school & ministry training and then serving in vocational ministry, I was drawn to financial advising by its unique opportunity to make a meaningful impact in people's lives through sound financial guidance. I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy® designations. Since joining the industry in 2014, I have focused on delivering sophisticated wealth management solutions through a disciplined and comprehensive planning process and am blessed to work alongside other distinguished professionals including CFP® practitioners and CFA charter holders. Our team's comprehensive approach encompasses investment management, retirement planning, estate planning strategies, philanthropic services, and risk management strategies. We serve primarily established high-net-worth families and organizations while also working with emerging wealth creators who are actively building their investment portfolios; a multi-generational approach to help support you as you grow, preserve and share your hard-earned wealth. Additionally, our team's commitment to excellence was affirmed by inclusion in the Forbes Best-in-State Wealth Management Teams Ranking for 2024 and 2025. Within my team, I focus on integrating charitable giving and philanthropic planning with retirement and estate planning strategies. I thrive in helping clients to align their wealth with their values through access to values-based investment analysis tools and customized portfolio solutions. My wife Katie and I are active in our church, where I have the opportunity to serve the church at large and especially with youth and college students at conferences around the Heartland. We have two daughters - Riley and Cornelia - an Aussie named Benaiah and two cats named Mufasa and Rosie.
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Interests & Hobbies
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Credentials
CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.