I am the Co-Founder and Managing Director at 1828 Capital, and I’ve been serving clients since 1997. My motivation is to integrate honesty, integrity, and a family-first approach in every client relationship. I’m known for my dedication and work ethic, and I enjoy helping a wide range of clients with investment decisions by combining problem-solving with empowering them to feel confident and informed about their financial goals.With extensive experience working with high and ultra-high-net-worth clients and families, I specialize in creating tax-efficient strategies designed to preserve and grow wealth. I believe understanding each client’s mindset and motivations allows me to tailor investment strategies that align with their unique values and goals, making the process more meaningful and effective.Raised in Hope, Arkansas, I now enjoy a family-centered life with my wife of 25 years, Courtney, and our three children, Ellie, Hunt, and Jack. Family gatherings are a favorite for us, often revolving around sports, travel, concerts, and shared meals. Personally, I stay active with golf and tennis and treasure time spent attending my children’s events. In the coming years, I look forward to welcoming my children into my practice, passing down my commitment to family and client-centered values in every interaction.Visit www.1828capital.com to learn more.--CA Insurance #4312495AR Insurance #733551Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.