I help people of means create a picture of their ideal retirement and then work with them to institute appropriate strategies to increase their long term success. It is important to me that they enjoy the process and I strive to alleviate anxiety they my have. I entered this business because I've always enjoyed learning why people do what they do. As a financial advisor I learn to understand what motivates my clients and what values they hold in high regard. In getting to know them in that way, I can more effectively design financial strategies and investment solutions that will help them connect their money to their motivations and values. Having been in the business since 2000, I've helped clients navigate the Tech Bubble in 2000, the terror attacks of 9/11, the Financial Crisis of 2008 and the most recent global pandemic of COVID-19. I have the experience and empathy to help my clients see through current uncertainties. Over my career I've also earned the AIF® and CFP® designations. I live in LaGrange with my wife and two children. I believe in giving back to my community and am currently the President of the Legacy Guild and an Ambassador for the LaGrange Business Association. I also play guitar and am in a local band called Evil Burrito. For a list of states in which I am registered to do business, please visit http://www.horizonwealth.biz; www.sipc.org
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Securities, and 21 others.