My mission in life is to help inspire others to achieve greatness. While the definition of success can vary, my role is to help the people around me uncover what it means to them and provide the tools to make it happen. Whether this means giving my clients the ability to say yes, or motivating teammates to embrace new possibilities, I know that I’m one step closer to achieving my mission.
As a Managing Director at Strategies for Wealth, I have a robust financial planning practice that focuses on helping to ensure a perpetual and continuous flow of income for my clients. As the road to financial success never presents a perfectly straight line, my priority is to help mitigate all threats to income at any possible point in the lifecycle. To help create the highest levels of financial protection, my clients understand the importance of cash flow, rather than rate of return.
I am equally passionate about my role as team leader, coach, trainer and mentor to a growing team of advisors. Having built my own practice, I understand the ups and downs of each business cycle and the empathy and confidence advisors need when stress levels are high and motivation wanes. Starting with the fundamentals, I work one-on-one to customize the playbook of success to each advisor’s unique needs and style. Combining sound advice and time tested strategies with opportunities for self-reflection, I help create the space for each advisor to reach their highest potential and deliver significant value to their clients.
A born competitor, I’m at my best when I’m part of a team. From my days playing college football to coaching my sons’ baseball teams today, I’ve used my learnings to cultivate a strong team mentality at work and at home. I am immensely proud of the all-star team I’ve built with my wife Julia and our sons Avery and Riley.
If you’re interested in joining a team that will prioritize your happiness and well-being while helping unleash the greatness within, please get in touch.