I started working in the financial services industry in 2016 after seeing the need for better financial education in my own family and community. My ultimate goal is to help as many as possible achieve financial independence without subjecting their wealth to constant risk. I provide alternative investments and income producing assets that focus on cash flow rather than accumulation, in contrast to “typical” financial planning. I am one of approximately 200 Bank on Yourself Authorized Advisors in the country, and I am a strong advocate of the Prosperity Economics Movement.
Prior to serving in financial services, I earned a doctorate degree in physical therapy. I enjoyed helping my patients achieve better functional outcomes and impacting people’s lives in a positive way. Just as I did with my patients, I enjoy getting to know my clients, but impacting others in a positive way is my “why”. Whether it’s a patient in physical therapy, or a client needing wealth strategies, each case is unique and requires an individualized solution.
I am very passionate about sharing the truth behind financial concepts, and I encourage my clients to think differently about their money and finances. I believe that only true personal growth for my clients can occur when they come along on the journey, and that by assisting them in their journey their true potential can be achieved.
I grew up in Carthage, Illinois enjoying the small town life with my family and friends. I was very active in sports growing up and into college. My faith is my foundation and guides me each day. I love my family, my fiancee Stephanie, I am an avid reader, and I enjoy being active outdoors and with personal fitness.
Quincy Chamber of Commerce
I recently became a member of the Quincy Area Chamber of Commerce. Being a QACC member will create additional opportunities to serve my clients and community as a wealth strategist.
This short video interview will provide a little more insight as to what I am all about. I am very proud and excited to be a member of such a great local organization.