I am passionate about helping clients plan their futures and work towards their financial goals. Educating clients, whether they have prior knowledge or not, is a rewarding part of my role. I am deeply invested in the personal, professional, and financial well-being of those I work with, who often become friends and family. Empowering clients and their families to prosper and succeed in reaching their financial milestones is immensely fulfilling. I enjoy listening to their life stories, understanding what excites them, and defining what success looks like for them both in the short and long term.
My roots trace back to a small town in Northwest Ohio, where I grew up on a large hog farm. This experience taught me the value of hard work and earning a living. I met my wife, Hannah, while working at Hilti in 2017, and we married in 2021 in Gallatin, TN, just outside of Nashville, where I had lived for nearly a decade. We have a Daughter, Blair, born in December 2022, and a Son, Bennett, born in January 2026.
As I got to know Hannah's family in Knoxville, including my Father-in-law, Dave, I realized they embodied much of what I aspired to achieve. Dave and I share similar passions and experiences, both personally and professionally. My family is my greatest source of support and inspiration, motivating me to leave a successful corporate career of nearly 15 years to carve my own path in this exciting new role. When I'm not spending time chasing my 2 children, I enjoy golf, cooking, traveling, and staying informed about current events in business and finance.