Overview

I am 36 year-old former Air Force Academy quarterback that was never able to beat Navy. I earned a Master of Science in Cost Analysis on tax payers dollars while lowering my handicap to 2.3.

I left a broker dealer that wanted me to sell Class A shares and permanent insurance to my family, friends, and clients and started an RIA after serving as a C-17 pilot in the worlds greatest Air Force. I have no idea how I passed the CFP in March 2019, but the bourbon I drank to celebrate has encouraged me to believe I truly own the material.

I am proud to have built a $80M RIA from scratch in less than 4 years and excited to continue serving clients with the highest level of integrity.

I have 2 goals on SuccessionLink:

1) I am looking to add and partner with an additional advisor with an agricultural or rural background to manage and grow an $28M book of business that has a tremendous growth potential.

2) I am interested in partnering with an advisor contemplating retirement in the next 5 years that is interested in establishing a succession plan with someone who takes great pride in integrity and service. The ideal advisor is 100% fee only, no insurance, no commission and has custody with TD Ameritrade or TradePMR.

If you are looking to develop a partnership or succession plan - I would love to meet you (preferably on the golf course) to learn more about your goals.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred