Overview

Over 15 years experience as a Strategic Financial Planner focusing on minimizing taxes and maximizing overall wealth for our clients.

In short, my team helps clients maintain their financial house in order using an organized and methodical process.

My goal with my practice is to continue being a better human, a better spouse, a better parent, a better friend, and a better steward.

I hope to utilize this site to accomplish this goal.

Market
Advisor/RIA
Last Activity
6 months or more

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