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My Approach
To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.
Areas of Focus
Retirement Planning StrategiesRetirement Plan DistributionDomestic Partner PlanningEstate Planning StrategiesInvestmentsTax Planning StrategiesWealth Preservation StrategiesRetirement Income Strategies
Interests
I enjoy spending time with family and being active outdoors doing yard work, hiking mountain trails, and playing golf.
I officiate high school and club soccer and enjoy traveling to work in regional soccer tournaments.
We enjoy traveling to see out of town family and clients and love to have our children come back home to visit.
Community Participation
I have focused my free time in helping youth. I am a former Chairman of the School to Work Initiative on the school drop outrate for Watauga County. I have used my college coaching skills as a head coach of a traveling team for the High Country Soccer Association. We've participated with the Adopt a Street program
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