Your Team
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Professional Experiences
My journey has taken me from humble beginnings at a boutique financial planning firm to roles at prestigious Fortune 500 companies. After navigating through two corporate mergers, my accomplishments led to the opportunity to mentor other advisors on replicating my financial planning process. Speaking at national conferences and coaching on region-wide calls was a reward in itself. However, the real turning point came when I was overseeing the financial futures of 350 families, with assets eclipsing $850 million.
Despite the fulfilling responsibility, the sheer volume began to overshadow the quality of the client experience. “The Great Pause” of 2020 pushed me to reassess my priorities. I yearned to return to a place where I could truly provide the intimate, personalized experience my clients deserved. Today, as a Certified Financial Planner (CFP®) and Enrolled Agent with the IRS (EA), my focus is on achieving success through my client’s financial goals, not corporate quotas.
I am particularly passionate about assisting CRNAs. This interest stems from my personal life; my wife, herself a dedicated CRNA, has given me profound insights into the unique financial challenges and opportunities that existed on our own road to financial freedom. Like Richard Bach said, “You teach best what you most need to learn.”
It is my firm belief that with complexity should come specialization, no different than in the medical field. The right financial guidance can help CRNAs identify potential land mines and gold mines on their own path to financial independence.
Personal Experiences
I grew up in a rural town in Central Michigan on a small farm across from the local Amish schoolhouse. Math and money were always subjects we talked about growing up, as my father was a high school math teacher. I still remember in 2008, during the global financial crisis, my Dad flipped around the computer monitor and showed me how much his account was down. I’ll never forget the dejected look on his face when he confided that his advisor still had yet to call him.
This experience was remarkably impactful on me and kindled my interest in personal finance. I thought, albeit naively, that I could make an impact based only on ‘what not to do’. Since then, I’ve read anything and everything related to personal finance that I could get my hands on. I believe that wealth management is my calling, and I want to help as many families navigate complex and emotional financial transitions as I can in my career. That responsibility fires me up in the morning and is the source of my passion.
