To have the best shot at meeting your financial goals, one must begin with the end in mind. That usually means a solid plan is needed. With my knowledge, expertise, and attention to detail, I take tremendous pride in guiding my clients through a process that moves them toward their ideal outcomes. As the Agency Financial Planning Director, I assist our advisors in creating uniquely powerful solutions for each of their clients and help to make Synergy Wealth Solutions the premier destination for financial services wherever our advisors are located and beyond.
I’ve spent my career helping my clients make, accumulate, and keep as many of their assets as possible. While I’m grateful to work with clients from all walks of life, I have a special connection with those preparing to move from working to retirement where I assist in making it an easy transition. In all cases, constructing, implementing, and regularly updating a financial plan that can adapt to changing market conditions and protect against the unexpected is a critical component of my ongoing client relationships.
Driven by the desire to help others, my transition from public accounting to financial planning began in 2012. Previously working in public accounting and industry after completing a bachelor’s and master’s degree in Accounting at Saint Louis University, I bring to each client meeting a wealth of real world experience that clients find invaluable. Along the way, I have enjoyed mentoring new advisors, encouraging their own growth and development to serve others.
I achieve balance in my life through my family. I'm so grateful for my wife, Sarah, and daughters, Abigail, Eva, and Juliana. I enjoy pushing myself for new personal records in the gym and running and following sports from all over the world. I can often be found traveling inspired by a wanderlust satisfied just as easily by mountains or big cities all around the world.
*Licensed, not practicing