I have always exhibited organizational and logistical capabilities. I have been an excellent student with particular skills that developed in accounting and finance. I believe learning is a lifetime experience.
After I graduated college with my degree in accounting, and got my CPA and then MBA. I made it my goal to develop a career path that would allow me to use my education and skills to help families make informed decisions about their finances. I learned that many people struggle with organization and decision making as it pertains to money.
I understand everyone is unique, so I focus listening to what people say and focus on how they feel. I’ve learned that most people just want to be heard and understand their options. They don’t want cookie cutter, one-size fits all solutions.
As a business owner and entrepreneur, I have always been drawn to help owner-operators of small businesses. I enjoy the unique experience of each relationship. Every owner will exit their business. I find that tend not to understand the true value of their business and haven’t allocated the time needed to develop an organized and comprehensive financial plan. Using my CPA, business and CEPA® background, I help develop customized financial planning strategies designed to enhance value, while integrating the business and personal needs together into one comprehensive plan.
Professionally, I promise to help you pursue your dreams. Personally, I promise to be there for you no matter where life takes you. For me, the most important things in life are personal relationships and experiences. I prioritize family. I love my wife, my son and my dogs. I believe history can teach life lessons, so I am an avid reader of history and I try to apply what I learn every day. I balance life with friends, travel and hobbies that include golf, cycling and swimming.
My Personal motto is - "Have a humble disregard for the status quo”.
CERTIFIED FINANCIAL PLANNER (CFP®)
CFP professionals must develop their credentials by completing a comprehensive course of study at an accredited college or university offering curriculum approved by the CFP board. They must pass a comprehensive two-day, ten-hour exam covering topics such as financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance planning. Prior to entering the CFP program, advisors must have at least three years of experience working as a financial planner. Every two years CFP’s must complete a minimum of 30 hours of continuing education to maintain their certification
CERTIFIED EXIT PLANNING ADVISOR (CEPA®)
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. They must pass a four-hour proctored exam covering topics such as business valuation, value enhancement, exit options analysis, transaction structuring and tax planning. Prior to entering the CEPA program, advisors must have at least five years of experience working with business owners in a professional capacity. Every three years CEPA’s must complete a minimum of 40 hours of continuing education to maintain their certification.