My journey in financial services began with the early life lessons my parents taught me about budgeting, taxes, and saving. This early foundation sparked a deep interest in financial management that eventually led me to a career in the field.I started my professional path in the golf industry while attending Ferris State University, where my passion for teaching and helping others flourished. I later transitioned that passion to financial services and have been advising, coaching, and consulting with investors, retirees, and fellow advisors since 2008.For nearly two decades, I served as the “advisor to the advisors,” specializing in strategic financial planning, product strategy, practice management, and relationship management. Drawing from this extensive experience, I confidently launched Medalist Wealth Management to focus on building robust financial plans for my clients.At Medalist Wealth Management, I am dedicated to helping individuals and families construct strong financial plans that enable them to enjoy the lives they’ve worked so hard to achieve. I prioritize genuine client relationships and offer honest, transparent guidance. Each client's journey is unique, and my mission is to help them achieve peace of mind with a clear vision for their future.I reside in Ada with my wife, Stephanie, and our three sons. Outside of work, I am a very active golfer, always looking for ways to combine my passion for the game with my professional life.𝗥𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝘁𝗼 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝗮𝘁:📲 (844) 633-2547🌐 https://medalistwealth.com/🌲 https://linktr.ee/medalistwealthDISCLOSUREInvestment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.