I've dedicated more than 25 years to financial services, including more than 20 years as a CFP® professional. Over that time, my work has spanned taxes, investments, estate planning, and business succession, disciplines that come together increasingly in the work I do with clients today. These decisions are rarely isolated. Getting one right often depends on understanding how it affects everything else.

What draws me to this work is problem solving. I like taking something complicated, understanding how the pieces fit together, and turning it into a clear path forward. My focus is helping you make good decisions, understand the reasoning behind them, and feel confident about what's ahead.

No two clients' situations are exactly alike, and I don't believe the advice should be either. My job is to bring clarity to the complexity, identify what matters most, and help you make thoughtful decisions that work not just on paper, but in your life.

On a personal note, my wife, Ashlee, and I have been married for 25 years. After 12 years of waiting, we welcomed four children in four years, three boys and a girl. We're raising them in Brentwood, where I grew up, and are active volunteers with the children's ministry and Embrace special needs ministry at Brentwood Baptist Church.