I derive energy from connecting with people and have a passion for seeing my partners and their clients succeed in every aspect of their life. I have had the privilege of working with financial advisors in the Northeast, all of Texas, and now the Midwest sharing ideas and strategies to bring the best investment solutions, technology, customer retention and growth & acquisition strategies into their practices. The end goal is to distill value in every conversation and interaction, which will hopefully leave them with one new idea or concept that is implementable. Despite having been in the business for over 16 years, I still have so much to learn and try to get better every day. I recharge my batteries by staying active and eating healthy and enjoy learning new longevity strategies to be a better partner to my wife Laura and father to our four kids Maeven, Emmett, Holland, & Rowan who ultimately give me purpose.