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About me

My passion is helping clients live their fullest life today by having confidence in their future. With over 20 years of experience as a financial planner, I guide my clients through numerous financial decisions with three goals in mind: simplicity, clarity, and certainty. Away from work, I spend time with my wife, three kids, and our dog, George. We enjoy traveling and getting involved in school activities: sports, music, and theatre. I’m a former marine, drummer, pilot, and a so-so golfer.