I am a Financial Planner/Representative by trade but believe our family philosophy transcends through our servant leader mindset. My wife Kelly and I lead from the front and believe in service, and what that means to us is putting our words into action. We subscribe to the theory of proper planning takes practice!
Our philanthropic time is spent educating others through their succession journey of retirement and helping others learn more about ways to raise awareness about Alzheimer's Disease and other forms of dementia and how proper planning is necessary especially when faced with dementia.
We enjoy spending our free time with our family, our children and grandchildren mean the world to us. Our goal is to leave of legacy for our family and for our community.
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