Financial Advisor, LPL
I help my clients put their financial dreams into focus through sound financial planning.”
Life is full of noise and distractions; my job is to help you focus on what is important to your financial future. I help my clients make sure they have a solid financial foundation and a clear understanding of what it will take to get to their destination.
Many advisors brag about how much money they can make you, but that isn’t realistic. My job is to listen to your goals, learn about the risks you face (including those you may not be aware of), and evaluate what it will take to pursue your goals. Everyone deserves a plan that allows them to sleep at night, without worrying if they made the right decision!
I specialize in working with those who want to save for their future while they are working, generate a cash flow from their investments during retirement, and maintain their wealth throughout retirement.
I earned a bachelor’s degree in Business Administration (with an emphasis in Finance and Management) from Columbia College. I stared working for Central Bank in 2009 and joined Central Investment Advisors in 2014. In 2016, I completed the exhaustive requirements necessary to earn the accreditation as a CERTIFIED FINANCIAL PLANNER™ professional.
Away from the office, my wife Sarah, daughter Audry, and I can be found hiking through the State Parks, biking on the Katy Trail or spending a day on the family farm.