By way of a professional introduction, I focus on helping people financially transition into retirement and preserve their lifestyle, assets, and loved ones from being burdened by common retirement risks. The majority of my clients are within a few years of retirement or have recently retired and are looking to delegate their financial decisions to a trusted professional so that they can spend their time focused on making their retirement years, their best years.
As a testament of my commitment to my clients and the profession of financial planning, I completed the Certified Financial Planner(TM) coursework through Duke University. I am involved with the local and national Financial Planning Association to stay informed of trends in the profession, collaborate with other qualified planners, and to ultimately try to give back to a profession that has been so fulfilling.
Outside of my professional life, I enjoy traveling and trying new restaurants with my wife, Heather. I’m also an avid reader- participating in a monthly book club with some close friends- as well as a fitness enthusiast- participating in various run and triathlon races throughout the year. The core beliefs I strive to live by are as follows:
Life is a personal, professional, spiritual, physical, and financial journey. Continuously striving to make progress in each area is the key to the journey.
Time is our greatest asset. Keeping death in the back of our mind can help us prioritize our time and spend more of it on the things that matter most.
Realizing the truth in change and impermanence will set you free.