Specialties
About Me
I believe financial planning is about much more than money.
It’s about helping people gain clarity, make wise decisions, and build the confidence to enjoy the life they’ve worked so hard to create. As a retirement advisor, I enjoy simplifying complex financial decisions and helping individuals and families prepare for retirement with a clear plan. My approach is centered around listening first, understanding what matters most, and creating personalized strategies that fit each client’s goals and values. My process is simple: Discover. Plan. Lead. Together we’ll discover what’s important to you, build a thoughtful plan, and continue making adjustments as life changes. Outside of work, I enjoy spending time with my wife, children, and granddaughters, bass fishing, walking, creating educational videos, and serving my community. My personal mission is to help people Live More. Leave More. and living with greater freedom and confidence today while creating a meaningful legacy for tomorrow.
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Interests & Hobbies
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Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Investment advisory services are offered through Tucker Asset Management, LLC, a registered investment adviser. GBT Wealth Advisors is a division of GBT Financial. Gibsland Bank & Trust and GBT Wealth Advisors are not registered broker-dealers or registered investment advisers. Tucker Asset Management is an independent registered investment adviser and is not affiliated with Gibsland Bank & Trust unless otherwise disclosed. Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Deposit • Not Insured by Any Federal Government Agency