Born in rural America and raised in the Rust Belt, I experienced firsthand the challenges of financial uncertainty. My family, like many others, lacked access to sound financial education, which fueled my passion for helping others protect and grow their wealth. It’s that early experience that drives me today, with over a decade of experience in banking—from personal finance to wealth management. I’ve had the privilege of working with families across the U.S., including some in the deepest hollers of the Appalachia to established companies servicing the wealthiest clients, but my mission remains the same: to empower individuals and families to secure their financial futures.

Surviving the 2007-2008 financial crisis was a pivotal moment in my career. I witnessed the impact of a failing bank on families, businesses, and communities alike. It reinforced my commitment to protection—because safeguarding what you have is the foundation for any financial success. In my approach, I prioritize efficiency and minimizing tax liabilities while also protecting your current lifestyle without making drastic changes.

Clients often tell me they appreciate my ability to listen deeply and how I help them find solutions that align with their goals, whether they’re just starting their financial journey or looking to leave a legacy. My role isn’t about pushing products—it’s about using my experience to help clients make informed decisions that give them peace of mind. Some clients need help in discovering their goals or determining why they do what they do.

Outside of work, you’ll likely find me at a live music event—especially reggae festivals—or involved in the community. I believe that staying connected to different perspectives and lifestyles helps me remain grounded and in touch with the diverse needs of my clients.

At the heart of everything I do is a commitment to protection and planning. As the financial landscape evolves, I’m dedicated to staying at the forefront, helping my clients navigate challenges and maximize opportunities. Whether it’s tax planning, wealth transfer, or retirement strategies, I’m here to ensure that their financial futures are secure.