At age 14, I was introduced fortuitously into the world of investing. From that time and until today, I continue to be an active participant in the global financial markets.
It was also at this early age, that I dreamt of becoming a full-time Financial Advisor, so I could share what I had learned, to better help others reach their financial goals and objectives. During my high school and college years, like others, I would get the question of ‘what do you want to do when you grow up?’ I would answer I want to help people make smart decisions with their money. In 2001, I was able to start as a full-time Financial Advisor. To this day, I continue to get to live my dream of helping terrific people, whom I now call my clients, to make smart decisions with their money.
Through the last several decades and by conducting thousands of face-to-face financial meetings, I’ve learned the following:
- In retirement, most people want to continue to live a similar type of lifestyle that they lived during their working years. In doing so, they also don’t want to outlive their money.
- At death, most want their remaining assets to go to the people and organizations they love in an efficient and seamless manner.
- Besides passing on their wealth, most really would appreciate having their ‘life story’ continue to be told, as a keystone to their legacy.
To this end, Legacy Financial Strategies was created, so we can help our clients professionally address each of these bullet points. In doing so, I also get to live the dream of a 14-year-old boy each and every day.
Outside of my professional career, I get to be a father to four fantastic children and married to the most wonderful person in the world. When outside of the office, I can usually be found coaching one of my children’s teams, serving in a neighborhood or church program, while still hoping to make time to conclude the day with an evening walk with my wife.
Awards & Recognition
- Leaders Council Member, Raymond James Financial Services, 2020-2023
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
